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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 %
SOADOR
751
State of Alaska Department of Revenue
Alaska
$402K -$1.15M -4,608 -74%
PAMG
752
Patton Albertson Miller Group
Tennessee
$402K -$12.5K -50 -3%
FPW
753
Flagship Private Wealth
Massachusetts
$399K +$9.01K +36 +2%
AA
754
Alesco Advisors
New York
$396K -$151K -604 -28%
SPFA
755
Summit Place Financial Advisors
New Jersey
$396K – – –
1SB
756
1ST Source Bank
Indiana
$395K – – –
PWLP
757
Prio Wealth Limited Partnership
Massachusetts
$393K – – –
KFP
758
KMG Fiduciary Partners
Ohio
$390K – – –
OBWP
759
O'Brien Wealth Partners
Massachusetts
$385K – – –
HCP
760
Holt Capital Partners
Texas
$384K – – –
BFG
761
Barber Financial Group
Kansas
$381K – – –
FFM
762
Forum Financial Management
Illinois
$376K -$6.24K -25 -2%
MWA
763
Moser Wealth Advisors
Washington
$375K -$2.5K -10 -0.7%
FC
764
Ferris Capital
Massachusetts
$375K – – –
EP
765
Eudaimonia Partners
Tennessee
$375K +$375K +1,499 New
MLIC
766
Mandatum Life Insurance Company
Finland
$371K – – –
WCP
767
Wick Capital Partners
Pennsylvania
$371K +$150K +600 +68%
FWP
768
FAS Wealth Partners
Kansas
$365K – – –
AWM
769
Axxcess Wealth Management
California
$362K +$362K +1,449 New
SW
770
SkyOak Wealth
Michigan
$356K – – –
WP
771
WealthPLAN Partners
Nebraska
$351K – – –
TP
772
Tranquility Partners
Tennessee
$351K +$91.8K +367 +35%
WIM
773
WealthPlan Investment Management
Nebraska
$351K +$351K +1,542 New
CT
774
Cambridge Trust
Massachusetts
$350K -$25K -100 -7%
First Manhattan
775
First Manhattan
New York
$348K – – –
29 30
31
32 33