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iShares Russell 1000 ETF

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.

New
Increased
Maintained
Reduced
Closed
Holders
1,099
Holders Change
+41
Holders Change %
+3.88%
% of All Funds
17.33%
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
Name Holding Trade Value Shares
Change
Shares
Change %
SWA
726
SOA Wealth Advisors
New York
$535K +$488 +2 +0.1%
NLP
727
Next Level Private
New York
$534K +$534K +2,210 New
CSIC
728
Clifford Swan Investment Counsel
California
$533K
HG
729
Harbor Group
New Hampshire
$527K
FHA
730
Flagship Harbor Advisors
Massachusetts
$524K
MA
731
MONECO Advisors
Connecticut
$523K -$1.46K -6 -0.3%
NCM
732
Northside Capital Management
Oregon
$518K
KBFS
733
Kohmann Bosshard Financial Services
Ohio
$514K
SFG
734
SNS Financial Group
Minnesota
$513K
MFC
735
Morris Financial Concepts
South Carolina
$512K
CIBC World Market
736
CIBC World Market
Ontario, Canada
$510K
PL
737
Parthenon LLC
Kentucky
$502K
CCB
738
Country Club Bank
Missouri
$502K -$154K -640 -24%
WW
739
Waterfront Wealth
Kansas
$499K +$10K +40 +2%
OWM
740
Orgel Wealth Management
Wisconsin
$498K
AWA
741
Acorn Wealth Advisors
Michigan
$497K
CT
742
Cambridge Trust
Massachusetts
$495K -$824K -3,379 -62%
HWMG
743
Hurlow Wealth Management Group
Indiana
$489K +$489K +2,007 New
CNBTD
744
Citizens National Bank Trust Department
Mississippi
$487K
SQA
745
Simon Quick Advisors
New Jersey
$487K -$7.8K -32 -2%
KJHP
746
K.J. Harrison & Partners
Ontario, Canada
$483K -$81.4K -335 -14%
VCA
747
Verdence Capital Advisors
Maryland
$478K
BW
748
BIP Wealth
Georgia
$471K -$105K -430 -18%
FWI
749
Facet Wealth Inc
Maryland
$471K +$471K +1,899 New
T
750
TCWP
Ohio
$468K -$6.83K -28 -1%