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iShares Russell 1000 ETF
IWB

Overview Fund Activity

1,058 hedge funds and large institutions have $22.5B invested in iShares Russell 1000 ETF in 2023 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 289 increasing their positions, 413 reducing their positions, and 72 closing their positions.

Holders
1,058
Holders Change
-14
Holders Change %
-1.31%
% of All Funds
16.94%
Holding in Top 10
92
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-5.15%
% of All Funds
1.47%
New
82
Increased
289
Reduced
413
Closed
72
Calls
$9.22M
Puts
$1.64M
Net Calls
+$7.58M
Net Calls Change
+$1.68M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$912M
2
Empower Advisory Group
2
Empower Advisory Group
Colorado
$138M
3
Goldman Sachs
3
Goldman Sachs
New York
$567M
4
Cerity Partners
4
Cerity Partners
New York
$164M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$241M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$785M
2
BlackRock
2
BlackRock
New York
$1.08B
3
CCA
3
Column Capital Advisors
Indiana
$45.5M
4
HSBC Holdings
4
HSBC Holdings
United Kingdom
$97.9M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$310M
Name Market Value Shares Shares
Change 		Shares
Change %
AIA
51
Arbor Investment Advisors
North Carolina
$80.1M 355,769 -1,983 -0.6%
Royal Bank of Canada
52
Royal Bank of Canada
Ontario, Canada
$80.1M 355,631 -222,539 -38%
RJFSA
53
Raymond James Financial Services Advisors
Florida
$63.3M 281,075 +27,864 +11%
ANTB
54
AMG National Trust Bank
Colorado
$61.8M 274,367 -3,552 -1%
BFPW
55
BOK Financial Private Wealth
Colorado
$60.8M 270,089 -7,154 -3%
Bank of Montreal
56
Bank of Montreal
Ontario, Canada
$60.7M 269,391 +38,703 +17%
WAG
57
Winthrop Advisory Group
Massachusetts
$58.9M 261,533 -771 -0.3%
Baird Financial Group
58
Baird Financial Group
Wisconsin
$58.4M 259,087 -6,432 -2%
Mercer Global Advisors
59
Mercer Global Advisors
Colorado
$58M 406,981 +67,932 +20%
Wealth Enhancement Advisory Services
60
Wealth Enhancement Advisory Services
Minnesota
$57.6M 255,892 +23,089 +10%
PA
61
Parkside Advisors
California
$56M 248,525 -1,843 -0.7%
Bank of New York Mellon
62
Bank of New York Mellon
New York
$53.2M 236,234 +2,711 +1%
BP
63
Ballentine Partners
Massachusetts
$52.9M 234,674 -775 -0.3%
MCWS
64
McKinley Carter Wealth Services
West Virginia
$51.8M 230,092 +2,098 +0.9%
LSAG
65
Lake Street Advisors Group
New Hampshire
$51.6M 229,228 -26,802 -10%
WT
66
Washington Trust
Rhode Island
$48.8M 216,809 -2,772 -1%
JWA
67
JFS Wealth Advisors
Pennsylvania
$48.2M 214,069 +4,787 +2%
RJA
68
Raymond James & Associates
Florida
$45.6M 202,238 -42,600 -17%
CCA
69
Column Capital Advisors
Indiana
$45.5M 201,890 -998,094 -83%
ECG
70
EPIQ Capital Group
California
$43.1M 191,343 -1,044 -0.5%
TC
71
Telemus Capital
Michigan
$41.3M 183,299 -1,123 -0.6%
EH
72
Equitable Holdings
New York
$41.2M 183,125 -1,141 -0.6%
FA
73
Fountainhead AM
New Jersey
$40.5M 179,765 +7,659 +4%
FPTW
74
Franklin, Parlapiano, Turner & Welch
Texas
$40.1M 178,236 -70,517 -28%
BJL
75
Brighton Jones LLC
Washington
$39.9M 177,300 -499 -0.3%
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