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iShares Russell 1000 ETF
IWB

Overview Fund Activity

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.

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

Top Buyers

1
PFO
1
Pathstone Family Office
New Jersey
$275M
2
Comerica Bank
2
Comerica Bank
Texas
$168M
3
TIAA Trust, National Association
3
TIAA Trust, National Association
North Carolina
$166M
4
US Bancorp
4
US Bancorp
Minnesota
$143M
5
BlackRock
5
BlackRock
New York
$1.09B

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$2.45B
2
V
2
Veritable
Delaware
$0
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$124M
4
Millennium Management
4
Millennium Management
New York
$10.7M
5
Goldman Sachs
5
Goldman Sachs
New York
$483M
Name Market Value Shares Shares
Change 		Shares
Change %
MLFP
51
MPS Loria Financial Planners
Illinois
$85.9M 365,564 +5,630 +2%
TCM
52
Twele Capital Management
Minnesota
$84.1M 358,022 -33,110 -8%
AIA
53
Arbor Investment Advisors
North Carolina
$83.8M 356,525 +1,299 +0.4%
WA
54
Waverly Advisors
Alabama
$81.4M 346,585 -5,676 -2%
RhumbLine Advisers
55
RhumbLine Advisers
Massachusetts
$79.2M 337,312 +222,325 +193%
Wealth Enhancement Advisory Services
56
Wealth Enhancement Advisory Services
Minnesota
$71.6M 304,729 +88,373 +41%
Bank of Montreal
57
Bank of Montreal
Ontario, Canada
$65.6M 266,459 -1,969 -0.7%
ANTB
58
AMG National Trust Bank
Colorado
$61.5M 261,879 -1,855 -0.7%
WAG
59
Winthrop Advisory Group
Massachusetts
$60.8M 257,850 -2,310 -0.9%
BFPW
60
BOK Financial Private Wealth
Colorado
$60.6M 256,894 -5,910 -2%
Baird Financial Group
61
Baird Financial Group
Wisconsin
$58.3M 248,287 -7,222 -3%
BP
62
Ballentine Partners
Massachusetts
$54.5M 232,080 -2,151 -0.9%
Bank of New York Mellon
63
Bank of New York Mellon
New York
$53.3M 227,106 -914 -0.4%
MCWS
64
McKinley Carter Wealth Services
West Virginia
$53M 225,430 -4,309 -2%
PA
65
Parkside Advisors
California
$52.6M 223,114 -791 -0.4%
WT
66
Washington Trust
Rhode Island
$50.7M 216,008 +746 +0.3%
LSAG
67
Lake Street Advisors Group
New Hampshire
$50.1M 213,272 -16,780 -7%
JWA
68
JFS Wealth Advisors
Pennsylvania
$49.2M 209,548 -3,068 -1%
CCA
69
Column Capital Advisors
Indiana
$45.7M 194,427 -4,172 -2%
FA
70
Fountainhead AM
New Jersey
$44.9M 191,051 +7,271 +4%
Commonwealth Equity Services
71
Commonwealth Equity Services
Massachusetts
$43.1M 183,410 +2,019 +1%
ECG
72
EPIQ Capital Group
California
$42.4M 179,717 +214 +0.1%
BJL
73
Brighton Jones LLC
Washington
$42.2M 179,664 +2,443 +1%
RJA
74
Raymond James & Associates
Florida
$41.5M 176,685 +5,607 +3%
TC
75
Telemus Capital
Michigan
$41.1M 175,001 -3,218 -2%
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