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iShares Russell 1000 ETF
IWB

Overview Fund Activity

1,072 hedge funds and large institutions have $22.8B invested in iShares Russell 1000 ETF in 2022 Q4 according to their latest regulatory filings, with 148 funds opening new positions, 380 increasing their positions, 304 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,072
Holders Change
+74
Holders Change %
+7.41%
% of All Funds
17.3%
Holding in Top 10
97
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-5.83%
% of All Funds
1.57%
New
148
Increased
380
Reduced
304
Closed
49
Calls
$8M
Puts
$2.11M
Net Calls
+$5.9M
Net Calls Change
+$9.37M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$1.03B
2
BlackRock
BlackRock
New York
$1.22B
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$221M
4
Northern Trust
Northern Trust
Illinois
$647M
5
HSBC Holdings
HSBC Holdings
United Kingdom
$202M

Top Sellers

1
Cerity Partners
Cerity Partners
New York
$155M
2
JHU
Johns Hopkins University
Maryland
$0
3
Millennium Management
Millennium Management
New York
$8.82M
4
KIM
Karpus Investment Management
New York
$2.75M
5
Barclays
Barclays
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
DDPIC
676
Deroy & Devereaux Private Investment Counsel
Michigan
$600K +$15.8K +75 +3%
CSWM
677
Cassady Schiller Wealth Management
Ohio
$598K -$127K -601 -17%
SYBT
678
Stock Yards Bank & Trust
Kentucky
$598K -$354K -1,680 -37%
HCM
679
HMS Capital Management
Tennessee
$597K -$846K -4,020 -59%
MPM
680
Meritage Portfolio Management
Kansas
$595K – – –
HL
681
HeadInvest LLC
Maine
$593K – – –
SWP
682
ShoreHaven Wealth Partners
New Jersey
$591K -$30.7K -146 -5%
ATPW
683
Ashton Thomas Private Wealth
Arizona
$591K – – –
AIP
684
Almanack Investment Partners
Pennsylvania
$589K -$873K -4,148 -60%
PWPS
685
Pinnacle Wealth Planning Services
Ohio
$588K +$48.2K +229 +9%
WA
686
Wealth Alliance
New York
$587K -$94.7K -450 -14%
SFG
687
Summit Financial Group
West Virginia
$584K – – –
AAS
688
Ameritas Advisory Services
Nebraska
$584K +$170K +808 +41%
MAG
689
MRA Advisory Group
New Jersey
$582K +$21.1K +100 +4%
CFO
690
Callan Family Office
Pennsylvania
$582K +$582K +2,766 New
SCA
691
STALEY CAPITAL ADVISERS
Pennsylvania
$578K – – –
RPG
692
Resource Planning Group
Georgia
$577K -$1.61K -13 -0.3%
CAAS
693
Capital Asset Advisory Services
Michigan
$576K +$141K +670 +32%
OFS
694
Oldfather Financial Services
Nebraska
$574K +$12K +57 +2%
CCB
695
Country Club Bank
Missouri
$573K +$123K +583 +27%
GT
696
Greenleaf Trust
Michigan
$570K – – –
BTW
697
Boston Trust Walden
Massachusetts
$569K – – –
HWM
698
Hohimer Wealth Management
Washington
$569K – – –
ANBT
699
American National Bank & Trust
Texas
$563K – – –
WAM
700
WNY Asset Management
New York
$562K -$7.15M -33,971 -93%
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