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iShares Russell 1000 ETF

1,099 hedge funds and large institutions have $24.4B invested in iShares Russell 1000 ETF in 2023 Q2 according to their latest regulatory filings, with 91 funds opening new positions, 294 increasing their positions, 399 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,099
Holders Change
+41
Holders Change %
+3.88%
% of All Funds
17.33%
Holding in Top 10
94
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.17%
% of All Funds
1.48%
New
91
Increased
294
Reduced
399
Closed
35
Calls
$13M
Puts
$140M
Net Calls
-$127M
Net Calls Change
-$134M
Name Holding Trade Value Shares
Change
Shares
Change %
HWM
676
Hohimer Wealth Management
Washington
$659K
SFG
677
Summit Financial Group
West Virginia
$652K
ANBT
678
American National Bank & Trust
Texas
$651K
SFP
679
Shepherd Financial Partners
Massachusetts
$650K -$52.4K -215 -7%
SWP
680
ShoreHaven Wealth Partners
New Jersey
$649K +$21.2K +87 +3%
RDWM
681
Red Door Wealth Management
Tennessee
$647K +$647K +2,656 New
CM
682
Columbus Macro
Pennsylvania
$647K
RA
683
Ruggaard & Associates
Ohio
$640K -$160K -658 -20%
HPC
684
HM Payson & Co
Maine
$639K +$30.5K +125 +5%
LP
685
LGL Partners
Pennsylvania
$638K +$1.71K +7 +0.3%
AFG
686
Allegheny Financial Group
Pennsylvania
$632K -$362K -1,485 -36%
FBB
687
Fulton Breakefield Broenniman
Maryland
$627K -$231K -949 -27%
TPW
688
Transatlantique Private Wealth
New York
$621K
HW
689
Hancock Whitney
Mississippi
$621K -$70.7K -290 -10%
RPG
690
Resource Planning Group
Georgia
$621K -$20.9K -151 -3%
AWA
691
Arete Wealth Advisors
Illinois
$616K +$299K +1,227 +94%
HL
692
HeadInvest LLC
Maine
$610K +$2.94K +12 +0.5%
USCWA
693
U.S. Capital Wealth Advisors
Texas
$610K -$5.61K -23 -0.9%
BCP
694
Berkeley Capital Partners
Georgia
$609K -$97.5K -400 -14%
QCM
695
Quantinno Capital Management
New York
$599K +$309K +1,270 +107%
GIA
696
Gladstone Institutional Advisory
Florida
$598K +$598K +2,453 New
BFA
697
Buttonwood Financial Advisors
Maryland
$594K -$4.63K -19 -0.8%
SWM
698
Segment Wealth Management
Texas
$594K
SAMC
699
Spectrum Asset Management (California)
California
$593K +$1.22K +5 +0.2%
HCM
700
Hollencrest Capital Management
California
$590K