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iShares Russell 1000 ETF
IWB

Overview Fund Activity

1,017 hedge funds and large institutions have $20.9B invested in iShares Russell 1000 ETF in 2022 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 360 increasing their positions, 307 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,017
Holders Change
-26
Holders Change %
-2.49%
% of All Funds
17.2%
Holding in Top 10
107
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-6.14%
% of All Funds
1.81%
New
80
Increased
360
Reduced
307
Closed
93
Calls
$19.2M
Puts
$7.04M
Net Calls
+$12.2M
Net Calls Change
-$9.21M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$357M
2
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
+$209M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$138M
4
Bank of America
Bank of America
North Carolina
+$119M
5
Jones Financial Companies
Jones Financial Companies
Missouri
+$107M

Top Sellers

1
BlackRock
BlackRock
New York
-$303M
2
HHGA
Halbert Hargrove Global Advisors
California
-$92.4M
3
CIAS
CFS Investment Advisory Services
New Jersey
-$81.9M
4
Goldman Sachs
Goldman Sachs
New York
-$45.8M
5
CS
Credit Suisse
Switzerland
-$41.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
LL
751
LPWM LLC
Minnesota
$354K – – –
WA
752
WestEnd Advisors
North Carolina
$353K +$353K +1,698 New
TWM
753
Tolleson Wealth Management
Texas
$351K – – –
TP
754
Tranquility Partners
Tennessee
$351K +$59.6K +287 +20%
SF
755
Symphony Financial
Texas
$350K -$634K -3,020 -64%
MMHP
756
Murphy Middleton Hinkle & Parker
Georgia
$350K – – –
GG
757
Greenwood Gearhart
Arkansas
$348K – – –
CAM
758
Cresset Asset Management
Illinois
$346K -$289K -1,391 -46%
KL
759
KilterHowling LLC
Colorado
$341K +$1.04K +5 +0.3%
DBT
760
Dubuque Bank & Trust
Iowa
$339K -$72K -346 -18%
PSIWM
761
Paradigm Strategies in Wealth Management
Minnesota
$339K – – –
VA
762
Valmark Advisers
Ohio
$339K +$831 +4 +0.2%
AAM
763
AMI Asset Management
California
$337K +$337K +1,621 New
DC
764
Davenport & Co
Virginia
$336K -$13.7K -66 -4%
BFA
765
Beaumont Financial Advisors
Massachusetts
$334K -$42.4K -204 -11%
PAMG
766
Patton Albertson Miller Group
Tennessee
$334K – – –
PWLP
767
Prio Wealth Limited Partnership
Massachusetts
$332K +$6.23K +30 +2%
FPW
768
Flagship Private Wealth
Massachusetts
$332K +$623 +3 +0.2%
OPS
769
Orion Portfolio Solutions
Nebraska
$330K -$79.6K -383 -19%
AA
770
Alesco Advisors
New York
$329K – – –
SQA
771
Simon Quick Advisors
New Jersey
$328K +$58.7K +257 +22%
SPFA
772
Summit Place Financial Advisors
New Jersey
$326K -$3.12K -15 -0.9%
WCP
773
Wick Capital Partners
Pennsylvania
$326K +$17.3K +83 +6%
KFP
774
KMG Fiduciary Partners
Ohio
$324K – – –
AAS
775
Annex Advisory Services
Wisconsin
$324K +$102K +492 +46%
29 30
31
32 33