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iShares Russell 1000 ETF
IWB

Overview Fund Activity

998 hedge funds and large institutions have $23.1B invested in iShares Russell 1000 ETF in 2022 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 313 increasing their positions, 321 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
998
Holders Change
-19
Holders Change %
-1.87%
% of All Funds
17.26%
Holding in Top 10
103
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-3.74%
% of All Funds
1.78%
New
54
Increased
313
Reduced
321
Closed
62
Calls
$7.05M
Puts
$10.5M
Net Calls
-$3.48M
Net Calls Change
-$15.7M

Top Buyers

1
CWA
CM Wealth Advisors
Ohio
+$1.61B
2
JHU
Johns Hopkins University
Maryland
+$211M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$110M
4
WA
Waverly Advisors
Alabama
+$73.2M
5
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
+$62.8M

Top Sellers

1
BlackRock
BlackRock
New York
-$331M
2
EFSCE
Enterprise Financial Services Corp (EFSC)
Missouri
-$38.8M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$34.1M
4
Neuberger Berman Group
Neuberger Berman Group
New York
-$33.7M
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$31.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
ERIM
701
Eagle Ridge Investment Management
Connecticut
$427K +$27.2K +138 +7%
DIM
702
Delta Investment Management
California
$426K +$1.77K +9 +0.4%
MA
703
MONECO Advisors
Connecticut
$424K -$3.55K -18 -0.8%
JAG
704
Journey Advisory Group
Kentucky
$424K – – –
GG
705
Gofen & Glossberg
Illinois
$421K +$30.7K +156 +8%
NCM
706
Northside Capital Management
Oregon
$419K – – –
AA
707
Ancora Advisors
Ohio
$418K – – –
MFC
708
Morris Financial Concepts
South Carolina
$418K +$37.7K +191 +10%
CIBC World Market
709
CIBC World Market
Ontario, Canada
$417K – – –
SFO
710
Stokes Family Office
Louisiana
$416K -$244K -1,236 -37%
KBFS
711
Kohmann Bosshard Financial Services
Ohio
$416K – – –
SFG
712
SNS Financial Group
Minnesota
$415K +$3.94K +20 +1%
CNBTD
713
Citizens National Bank Trust Department
Mississippi
$414K – – –
WW
714
Waterfront Wealth
Kansas
$413K – – –
RG
715
Rathbones Group
United Kingdom
$413K +$6.11K +31 +2%
CAAS
716
Capital Asset Advisory Services
Michigan
$407K -$73.9K -375 -15%
SBH
717
Segall Bryant & Hamill
Illinois
$407K -$54.8K -278 -12%
PL
718
Parthenon LLC
Kentucky
$406K – – –
JGCM
719
Joseph Group Capital Management
Ohio
$404K – – –
AWA
720
Acorn Wealth Advisors
Michigan
$402K – – –
SAM
721
Silverhawk Asset Management
Arizona
$402K – – –
SA
722
Strategic Advisors
New York
$400K -$29K -147 -7%
CCIA
723
Cherry Creek Investment Advisors
Colorado
$399K – – –
MGWM
724
Marks Group Wealth Management
Minnesota
$395K – – –
MAM
725
Meeder Asset Management
Ohio
$392K +$7.88K +40 +2%
27 28
29
30 31