IWB icon

iShares Russell 1000 ETF

1,088 hedge funds and large institutions have $23.2B invested in iShares Russell 1000 ETF in 2023 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 259 increasing their positions, 407 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,088
Holders Change
-11
Holders Change %
-1%
% of All Funds
17.35%
Holding in Top 10
91
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.19%
% of All Funds
1.45%
New
58
Increased
259
Reduced
407
Closed
59
Calls
$15.3M
Puts
$1.65M
Net Calls
+$13.6M
Net Calls Change
+$140M
Name Holding Trade Value Shares
Change
Shares
Change %
TCM
701
Traynor Capital Management
Pennsylvania
$542K +$542K +2,306 New
IA
702
IFS Advisors
Kansas
$540K -$211K -900 -28%
BCP
703
Berkeley Capital Partners
Georgia
$540K -$47K -200 -8%
HFS
704
Heritage Financial Services
Massachusetts
$540K
OPCM
705
Osborne Partners Capital Management
California
$539K +$539K +2,296 New
HWM
706
Hohimer Wealth Management
Washington
$538K -$96.5K -411 -15%
SCM
707
SOL Capital Management
Maryland
$537K
WAM
708
WNY Asset Management
New York
$537K -$705 -3 -0.1%
BFA
709
Buttonwood Financial Advisors
Maryland
$537K -$35.9K -153 -6%
DC
710
Davenport & Co
Virginia
$535K +$204K +870 +62%
BF
711
Blankinship & Foster
California
$534K -$19.5K -83 -4%
SS
712
Sunbelt Securities
Texas
$531K
RP
713
Riverbridge Partners
Minnesota
$530K
SG
714
StoneX Group
New York
$529K -$8.73K -37 -2%
GP
715
Girard Partners
Pennsylvania
$528K
QCM
716
QRG Capital Management
Illinois
$528K +$528K +2,248 New
IAIM
717
International Assets Investment Management
Florida
$527K
TP
718
Tranquility Partners
Tennessee
$526K +$120K +510 +29%
SIC
719
Salem Investment Counselors
North Carolina
$522K
NLP
720
Next Level Private
New York
$521K +$2.11K +9 +0.4%
HCM
721
Hollencrest Capital Management
California
$519K -$50K -213 -9%
ONSWM
722
Old North State Wealth Management
North Carolina
$518K
AA
723
Ancora Advisors
Ohio
$517K
LL
724
LWMG LLC
Minnesota
$517K
CSIC
725
Clifford Swan Investment Counsel
California
$511K -$2.82K -12 -0.5%