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iShares Russell 1000 ETF
IWB

Overview Fund Activity

998 hedge funds and large institutions have $23.1B invested in iShares Russell 1000 ETF in 2022 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 313 increasing their positions, 321 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
998
Holders Change
-19
Holders Change %
-1.87%
% of All Funds
17.26%
Holding in Top 10
103
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-3.74%
% of All Funds
1.78%
New
54
Increased
313
Reduced
321
Closed
62
Calls
$7.05M
Puts
$10.5M
Net Calls
-$3.48M
Net Calls Change
-$15.7M

Top Buyers

1
CWA
CM Wealth Advisors
Ohio
+$1.61B
2
JHU
Johns Hopkins University
Maryland
+$211M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$110M
4
WA
Waverly Advisors
Alabama
+$73.2M
5
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
+$62.8M

Top Sellers

1
BlackRock
BlackRock
New York
-$331M
2
EFSCE
Enterprise Financial Services Corp (EFSC)
Missouri
-$38.8M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$34.1M
4
Neuberger Berman Group
Neuberger Berman Group
New York
-$33.7M
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$31.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
MMHP
751
Murphy Middleton Hinkle & Parker
Georgia
$333K – – –
TWM
752
Tolleson Wealth Management
Texas
$333K – – –
WIM
753
WealthPlan Investment Management
Nebraska
$333K +$333K +1,542 New
SF
754
Symphony Financial
Texas
$332K -$2K -10 -0.6%
GG
755
Greenwood Gearhart
Arkansas
$330K – – –
WA
756
WestEnd Advisors
North Carolina
$329K -$6.52K -33 -2%
LL
757
LPWM LLC
Minnesota
$325K – – –
KL
758
KilterHowling LLC
Colorado
$324K – – –
PSIWM
759
Paradigm Strategies in Wealth Management
Minnesota
$322K – – –
FM
760
Foster & Motley
Ohio
$320K -$22.5K -114 -7%
DBT
761
Dubuque Bank & Trust
Iowa
$318K -$3.55K -18 -1%
PI
762
Putnam Investments
Massachusetts
$317K +$317K +1,608 New
LA
763
Latitude Advisors
Florida
$316K +$316K +1,600 New
HIC
764
Hartline Investment Corp
Illinois
$316K +$316K +1,600 New
RF
765
Rollins Financial
Georgia
$316K +$316K +1,603 New
FPW
766
Flagship Private Wealth
Massachusetts
$315K – – –
SPFA
767
Summit Place Financial Advisors
New Jersey
$309K – – –
PWLP
768
Prio Wealth Limited Partnership
Massachusetts
$309K -$6.91K -35 -2%
DC
769
Davenport & Co
Virginia
$308K -$10.6K -54 -3%
OPS
770
Orion Portfolio Solutions
Nebraska
$308K -$5.33K -27 -2%
KFP
771
KMG Fiduciary Partners
Ohio
$308K – – –
ACM
772
Allred Capital Management
Texas
$307K -$67.2K -341 -18%
HCP
773
Holt Capital Partners
Texas
$303K – – –
MWA
774
Moser Wealth Advisors
Washington
$302K – – –
SW
775
SkyOak Wealth
Michigan
$302K +$9.28K +47 +3%
29 30
31
32 33