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iShares Russell 1000 ETF
IWB

Overview Fund Activity

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

Top Buyers

1
Millennium Management
Millennium Management
New York
$165M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
$214M
3
Morgan Stanley
Morgan Stanley
New York
$582M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$317M
5
Jones Financial Companies
Jones Financial Companies
Missouri
$1.95B

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.14B
2
US Bancorp
US Bancorp
Minnesota
$9.59M
3
BlackRock
BlackRock
New York
$1.04B
4
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$297M
5
GH
Geisinger Health
Pennsylvania
$37.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
UFF
751
USA Financial Formulas
Michigan
$466K -$140K -573 -23%
JAG
752
Journey Advisory Group
Kentucky
$465K -$1.22K -5 -0.3%
PFP
753
Paragon Financial Partners
California
$461K +$731 +3 +0.2%
FNB
754
Farmers National Bank
Kentucky
$458K – – –
RWMG
755
Redwood Wealth Management Group
New Jersey
$457K -$9.26K -38 -2%
GC
756
Gratus Capital
Georgia
$456K +$13.9K +57 +3%
FAM
757
Forte Asset Management
New York
$452K – – –
SA
758
Strategic Advisors
New York
$452K -$47.5K -195 -10%
NHC
759
Nicholas Hoffman & Company
Georgia
$450K – – –
KLI
760
Kelman-Lazarov Inc
Tennessee
$445K – – –
AP
761
Americana Partners
Texas
$444K – – –
MGWM
762
Marks Group Wealth Management
Minnesota
$442K -$16.3K -67 -4%
DIM
763
Delta Investment Management
California
$441K +$1.22K +5 +0.3%
CCIA
764
Cherry Creek Investment Advisors
Colorado
$440K -$57.3K -235 -12%
DWP
765
Destiny Wealth Partners
Florida
$435K – – –
BFA
766
Beaumont Financial Advisors
Massachusetts
$434K – – –
SCP
767
Silverleafe Capital Partners
Tennessee
$432K -$244 -1 -0.1%
PPW
768
PACK Private Wealth
Minnesota
$432K – – –
AWM
769
Apollon Wealth Management
South Carolina
$429K -$54.4K -223 -11%
OBWP
770
O'Brien Wealth Partners
Massachusetts
$429K – – –
VA
771
Valmark Advisers
Ohio
$427K +$488 +2 +0.1%
BWCS
772
Beirne Wealth Consulting Services
Connecticut
$425K -$16.6K -68 -4%
GG
773
Greenwood Gearhart
Arkansas
$422K +$14.6K +60 +4%
TP
774
Tranquility Partners
Tennessee
$421K +$39.2K +161 +10%
SOS
775
Silver Oak Securities
Tennessee
$420K +$420K +1,725 New
29 30
31
32 33