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iShares Russell 1000 ETF
IWB

Overview Fund Activity

1,043 hedge funds and large institutions have $24B invested in iShares Russell 1000 ETF in 2022 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 300 increasing their positions, 370 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,043
Holders Change
-13
Holders Change %
-1.23%
% of All Funds
16.51%
Holding in Top 10
114
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.88%
% of All Funds
1.8%
New
77
Increased
300
Reduced
370
Closed
80
Calls
$24.9M
Puts
$3.53M
Net Calls
+$21.4M
Net Calls Change
+$26.1M

Top Buyers

1
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$212M
2
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$204M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$156M
4
Jones Financial Companies
Jones Financial Companies
Missouri
+$149M
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$74.3M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$323M
2
Northern Trust
Northern Trust
Illinois
-$224M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$178M
4
BlackRock
BlackRock
New York
-$173M
5
Bank of America
Bank of America
North Carolina
-$128M
Name Holding Trade Value Shares
Change 		Shares
Change %
BRWM
726
B. Riley Wealth Management
Tennessee
$442K -$19.8K -79 -4%
HPC
727
HM Payson & Co
Maine
$441K – – –
MAM
728
Meeder Asset Management
Ohio
$439K – – –
PPW
729
Pinnacle Private Wealth
Massachusetts
$439K – – –
JAG
730
Journey Advisory Group
Kentucky
$436K – – –
FM
731
Foster & Motley
Ohio
$434K -$10K -40 -2%
TCWM
732
Total Clarity Wealth Management
Illinois
$430K -$33.5K -134 -7%
MWA
733
Monograph Wealth Advisors
California
$428K +$1.25K +5 +0.3%
AFG
734
Allegheny Financial Group
Pennsylvania
$427K +$427K +1,709 New
IA
735
IFG Advisors
Missouri
$424K +$89.3K +357 +27%
TWM
736
Tolleson Wealth Management
Texas
$423K – – –
MMHP
737
Murphy Middleton Hinkle & Parker
Georgia
$421K – – –
DC
738
Davenport & Co
Virginia
$421K +$1.75K +7 +0.4%
SYBT
739
Stock Yards Bank & Trust
Kentucky
$420K – – –
GG
740
Greenwood Gearhart
Arkansas
$418K – – –
HTC
741
Haverford Trust Company
Pennsylvania
$412K – – –
KLI
742
Kelman-Lazarov Inc
Tennessee
$412K – – –
NWM
743
Northwest Wealth Management
Iowa
$412K – – –
CWM
744
Connecticut Wealth Management
Connecticut
$412K +$1K +4 +0.2%
LL
745
LPWM LLC
Minnesota
$409K -$14.9K -60 -4%
KL
746
KilterHowling LLC
Colorado
$409K +$1.25K +5 +0.3%
PSIWM
747
Paradigm Strategies in Wealth Management
Minnesota
$408K -$5.01K -20 -1%
SCI
748
Stableford Capital II
Arizona
$408K +$9.17K +37 +2%
VA
749
Valmark Advisers
Ohio
$407K -$148K -593 -27%
AUB
750
Atlantic Union Bankshares
Virginia
$407K -$30.8K -123 -7%
28 29
30
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