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iShares Russell 1000 ETF
IWB

Overview Fund Activity

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

Top Buyers

1
Millennium Management
Millennium Management
New York
$165M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
$214M
3
Morgan Stanley
Morgan Stanley
New York
$582M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$317M
5
Jones Financial Companies
Jones Financial Companies
Missouri
$1.95B

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.14B
2
US Bancorp
US Bancorp
Minnesota
$9.59M
3
BlackRock
BlackRock
New York
$1.04B
4
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$297M
5
GH
Geisinger Health
Pennsylvania
$37.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Victory Capital Management
701
Victory Capital Management
Texas
$587K -$17.8K -73 -3%
KCPG
702
Kavar Capital Partners Group
Kansas
$586K -$33.4K -137 -5%
IW
703
Imprint Wealth
South Carolina
$582K +$2.7K +11 +0.5%
SSG
704
Summit Securities Group
New York
$576K +$576K +2,363 New
CCA
705
Childress Capital Advisors
Texas
$576K +$576K +2,363 New
BF
706
Blankinship & Foster
California
$574K – – –
MPWT
707
MassMutual Private Wealth & Trust
Connecticut
$574K -$139K -572 -20%
AIM
708
Aspen Investment Management
Michigan
$571K -$1.22K -5 -0.2%
S
709
SignatureFD
Georgia
$569K -$11K -45 -2%
PWPS
710
Pinnacle Wealth Planning Services
Ohio
$569K – – –
HFS
711
Heritage Financial Services
Massachusetts
$560K – – –
WAM
712
WNY Asset Management
New York
$558K -$3.41K -14 -0.6%
SCM
713
SOL Capital Management
Maryland
$557K – – –
SG
714
StoneX Group
New York
$555K -$2.19K -9 -0.4%
SG Americas Securities
715
SG Americas Securities
New York
$555K – – –
SS
716
Sunbelt Securities
Texas
$551K +$390K +1,600 +242%
RP
717
Riverbridge Partners
Minnesota
$550K -$88.7K -364 -14%
IAIM
718
International Assets Investment Management
Florida
$548K +$548K +2,250 New
GP
719
Girard Partners
Pennsylvania
$548K -$190K -781 -26%
FIA
720
Foundations Investment Advisors
Arizona
$546K +$27.3K +112 +5%
SIC
721
Salem Investment Counselors
North Carolina
$540K – – –
ONSWM
722
Old North State Wealth Management
North Carolina
$538K -$12.2K -50 -2%
MWM
723
Meridian Wealth Management
Kentucky
$537K -$899K -3,687 -63%
AA
724
Ancora Advisors
Ohio
$537K – – –
LL
725
LWMG LLC
Minnesota
$537K +$975 +4 +0.2%
27 28
29
30 31