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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.

Holders
1,099
Holders Change
+41
Holders Change %
+3.88%
% of All Funds
17.34%
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
1
Millennium Management
New York
$165M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$214M
3
Morgan Stanley
3
Morgan Stanley
New York
$582M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$317M
5
Jones Financial Companies
5
Jones Financial Companies
Missouri
$1.95B

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.14B
2
US Bancorp
2
US Bancorp
Minnesota
$9.59M
3
BlackRock
3
BlackRock
New York
$1.04B
4
JPMPWA
4
J.P. Morgan Private Wealth Advisors
California
$297M
5
GH
5
Geisinger Health
Pennsylvania
$37.7M
Name Market Value Shares Shares
Change 		Shares
Change %
AIA
51
Arbor Investment Advisors
North Carolina
$86.6M 355,226 -543 -0.2%
WA
52
Waverly Advisors
Alabama
$85.9M 352,261 -11,122 -3%
RJFSA
53
Raymond James Financial Services Advisors
Florida
$72.8M 298,664 +17,589 +6%
Bank of Montreal
54
Bank of Montreal
Ontario, Canada
$65.5M 268,428 -963 -0.4%
ANTB
55
AMG National Trust Bank
Colorado
$64.3M 263,734 -10,633 -4%
BFPW
56
BOK Financial Private Wealth
Colorado
$64.1M 262,804 -7,285 -3%
WAG
57
Winthrop Advisory Group
Massachusetts
$63.4M 260,160 -1,373 -0.5%
Baird Financial Group
58
Baird Financial Group
Wisconsin
$62.3M 255,509 -3,578 -1%
BP
59
Ballentine Partners
Massachusetts
$57.1M 234,231 -443 -0.2%
LSAG
60
Lake Street Advisors Group
New Hampshire
$56.1M 230,052 +824 +0.4%
MCWS
61
McKinley Carter Wealth Services
West Virginia
$56M 229,739 -353 -0.2%
Bank of New York Mellon
62
Bank of New York Mellon
New York
$55.6M 228,020 -8,214 -3%
PA
63
Parkside Advisors
California
$54.6M 223,905 -24,620 -10%
Wealth Enhancement Advisory Services
64
Wealth Enhancement Advisory Services
Minnesota
$52.7M 216,356 -39,536 -15%
WT
65
Washington Trust
Rhode Island
$52.5M 215,262 -1,547 -0.7%
JWA
66
JFS Wealth Advisors
Pennsylvania
$51.8M 212,616 -1,453 -0.7%
CCA
67
Column Capital Advisors
Indiana
$48.4M 198,599 -3,291 -2%
EH
68
Equitable Holdings
New York
$45M 184,688 +1,563 +0.9%
FA
69
Fountainhead AM
New Jersey
$44.8M 183,780 +4,015 +2%
Commonwealth Equity Services
70
Commonwealth Equity Services
Massachusetts
$44.2M 181,391 +5,602 +3%
ECG
71
EPIQ Capital Group
California
$43.8M 179,503 -11,840 -6%
TC
72
Telemus Capital
Michigan
$43.4M 178,219 -5,080 -3%
BJL
73
Brighton Jones LLC
Washington
$43.2M 177,221 -79 -0%
HFS
74
HBC Financial Services
Washington
$42.9M 171,350 -831 -0.5%
RJA
75
Raymond James & Associates
Florida
$41.7M 171,078 -31,160 -15%
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