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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 %
KCPG
701
Kavar Capital Partners Group
Kansas
$560K -$48.6K -231 -8%
MPWT
702
MassMutual Private Wealth & Trust
Connecticut
$558K +$271K +1,286 +94%
CSIC
703
Clifford Swan Investment Counsel
California
$558K – – –
CAL
704
Capital Advisors Ltd
Ohio
$555K +$210 +1 +0%
RP
705
Riverbridge Partners
Minnesota
$552K – – –
LP
706
LGL Partners
Pennsylvania
$547K +$2.32K +11 +0.4%
CPO
707
Cerity Partners OCIO
New York
$545K -$60.4K -287 -10%
CM
708
Columbus Macro
Pennsylvania
$544K – – –
VOYA Investment Management
709
VOYA Investment Management
Georgia
$543K +$67.8K +322 +14%
AAS
710
Annex Advisory Services
Wisconsin
$537K +$58.9K +280 +12%
OWA
711
Opal Wealth Advisors
New York
$537K +$537K +2,551 New
GG
712
Gofen & Glossberg
Illinois
$537K +$87.7K +417 +20%
KFP
713
KMG Fiduciary Partners
Ohio
$533K +$204K +971 +62%
FPAS
714
Focus Partners Advisor Solutions
Missouri
$530K +$48.9K +232 +10%
SOADOR
715
State of Alaska Department of Revenue
Alaska
$529K +$148K +701 +39%
BAM
716
Belpointe Asset Management
Nevada
$528K +$7.37K +35 +1%
NA
717
Nottingham Advisors
New York
$527K +$527K +2,503 New
Victory Capital Management
718
Victory Capital Management
Texas
$523K +$523K +2,483 New
BFA
719
Buttonwood Financial Advisors
Maryland
$520K +$520K +2,471 New
SAMC
720
Spectrum Asset Management (California)
California
$519K +$1.26K +6 +0.2%
SWM
721
Segment Wealth Management
Texas
$513K – – –
HPC
722
HM Payson & Co
Maine
$513K +$36.8K +175 +8%
USCWA
723
U.S. Capital Wealth Advisors
Texas
$511K -$5.05K -24 -1%
HCM
724
Hollencrest Capital Management
California
$510K – – –
AIM
725
Aspen Investment Management
Michigan
$503K – – –
27 28
29
30 31