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iShares Russell 1000 ETF
IWB

Overview Fund Activity

1,056 hedge funds and large institutions have $25.6B invested in iShares Russell 1000 ETF in 2021 Q4 according to their latest regulatory filings, with 169 funds opening new positions, 306 increasing their positions, 318 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,056
Holders Change
+124
Holders Change %
+13.3%
% of All Funds
16.31%
Holding in Top 10
113
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+4.63%
% of All Funds
1.75%
New
169
Increased
306
Reduced
318
Closed
29
Calls
$4.39M
Puts
$9.1M
Net Calls
-$4.71M
Net Calls Change
-$638K

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$546M
2
Northern Trust
2
Northern Trust
Illinois
$860M
3
BlackRock
3
BlackRock
New York
$2.26B
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$743M
5
Bank of America
5
Bank of America
North Carolina
$986M

Top Sellers

1
Franklin Resources
1
Franklin Resources
California
$26.6M
2
NMIFOAC
2
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$141M
3
DCM
3
Disciplina Capital Management
Tennessee
$0
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$2.47B
5
HNB
5
Huntington National Bank
Ohio
$30M
Name Holding Trade Value Shares
Change 		Shares
Change %
OFS
701
Oldfather Financial Services
Nebraska
$528K -$80.7K -325 -13%
AA
702
Ancora Advisors
Ohio
$526K -$160K -603 -23%
WS
703
Wedbush Securities
California
$526K – – –
3LCM
704
3D/L Capital Management
Connecticut
$524K – – –
USCWA
705
U.S. Capital Wealth Advisors
Texas
$519K +$519K +1,964 New
WW
706
Waterfront Wealth
Kansas
$515K – – –
AAS
707
Ameritas Advisory Services
Nebraska
$510K +$510K +1,930 New
CWS
708
Cypress Wealth Services
California
$507K – – –
NHC
709
Nicholas Hoffman & Company
Georgia
$497K +$9.25K +35 +2%
VCA
710
Verdence Capital Advisors
Maryland
$495K +$7.67K +29 +2%
AAM
711
AMI Asset Management
California
$494K +$494K +1,870 New
TCWM
712
Total Clarity Wealth Management
Illinois
$490K – – –
CCC
713
Crescent Capital Consulting
Louisiana
$489K +$1.32K +5 +0.3%
BRWM
714
B. Riley Wealth Management
Tennessee
$488K -$8.2K -31 -2%
CWM
715
Chesapeake Wealth Management
Virginia
$488K – – –
AWP
716
Abacus Wealth Partners
California
$485K +$29.6K +112 +7%
UFF
717
USA Financial Formulas
Michigan
$483K +$45.2K +171 +10%
PFP
718
Pinnacle Financial Partners
Tennessee
$480K – – –
FM
719
Foster & Motley
Ohio
$469K +$793 +3 +0.2%
PPW
720
PACK Private Wealth
Minnesota
$469K +$469K +1,772 New
HPC
721
HM Payson & Co
Maine
$466K – – –
MAM
722
Meeder Asset Management
Ohio
$464K – – –
PPW
723
Pinnacle Private Wealth
Massachusetts
$464K +$464K +1,755 New
AUB
724
Atlantic Union Bankshares
Virginia
$462K – – –
NWM
725
Nauset Wealth Management
Connecticut
$462K +$462K +1,749 New
27 28
29
30 31