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iShares Russell 1000 ETF
IWB

Overview Fund Activity

1,058 hedge funds and large institutions have $22.5B invested in iShares Russell 1000 ETF in 2023 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 289 increasing their positions, 413 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,058
Holders Change
-14
Holders Change %
-1.31%
% of All Funds
16.93%
Holding in Top 10
92
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-5.15%
% of All Funds
1.47%
New
82
Increased
289
Reduced
413
Closed
72
Calls
$9.22M
Puts
$1.64M
Net Calls
+$7.58M
Net Calls Change
+$1.68M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$741M
2
Goldman Sachs
Goldman Sachs
New York
+$135M
3
Cerity Partners
Cerity Partners
New York
+$122M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$111M
5
HHGA
Halbert Hargrove Global Advisors
California
+$104M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$313M
2
BlackRock
BlackRock
New York
-$228M
3
CCA
Column Capital Advisors
Indiana
-$225M
4
HSBC Holdings
HSBC Holdings
United Kingdom
-$118M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$110M
Name Holding Trade Value Shares
Change 		Shares
Change %
GC
751
Gratus Capital
Georgia
$409K -$4.96K -22 -1%
BWCS
752
Beirne Wealth Consulting Services
Connecticut
$408K -$35.6K -158 -8%
DIM
753
Delta Investment Management
California
$406K -$82.2K -365 -17%
BFA
754
Beaumont Financial Advisors
Massachusetts
$401K +$8.56K +38 +2%
SCP
755
Silverleafe Capital Partners
Tennessee
$400K +$450 +2 +0.1%
PPW
756
PACK Private Wealth
Minnesota
$399K – – –
GA
757
Greenspring Advisors
Maryland
$396K – – –
OBWP
758
O'Brien Wealth Partners
Massachusetts
$396K – – –
VA
759
Valmark Advisers
Ohio
$394K +$676 +3 +0.2%
DWP
760
Destiny Wealth Partners
Florida
$393K – – –
SEIA
761
Signature Estate & Investment Advisors
California
$385K +$69.4K +308 +22%
CWM
762
Chesapeake Wealth Management
Virginia
$385K – – –
TBC
763
Ted Buchan & Co
California
$384K – – –
AWM
764
Aprio Wealth Management
Georgia
$383K +$383K +1,700 New
3LCM
765
3D/L Capital Management
Connecticut
$383K -$323K -1,434 -46%
TWM
766
Tolleson Wealth Management
Texas
$381K – – –
PAM
767
Palisade Asset Management
Minnesota
$380K – – –
MMHP
768
Murphy Middleton Hinkle & Parker
Georgia
$380K – – –
AIA
769
Alera Investment Advisors
Illinois
$379K -$310K -1,375 -45%
GG
770
Greenwood Gearhart
Arkansas
$377K – – –
1SB
771
1ST Source Bank
Indiana
$374K – – –
PMFA
772
Plante Moran Financial Advisors
Michigan
$373K -$47.3K -210 -11%
KL
773
KilterHowling LLC
Colorado
$373K – – –
LL
774
LPWM LLC
Minnesota
$372K – – –
FFM
775
Forum Financial Management
Illinois
$370K – – –
29 30
31
32 33