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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
$219M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$2.49B
4
Jones Financial Companies
Jones Financial Companies
Missouri
$1.67B
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$112M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$75.1M
2
Northern Trust
Northern Trust
Illinois
$589M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.1B
4
BlackRock
BlackRock
New York
$1.96B
5
Bank of America
Bank of America
North Carolina
$804M
Name Holding Trade Value Shares
Change 		Shares
Change %
AMG
776
Asset Management Group
Connecticut
$348K +$999 +4 +0.3%
QCM
777
Quantinno Capital Management
New York
$348K +$348K +1,392 New
LB
778
Leo Brokerage
Texas
$347K +$347K +1,388 New
TWM
779
Thrive Wealth Management
Pennsylvania
$346K +$6K +24 +2%
MPWT
780
MassMutual Private Wealth & Trust
Connecticut
$344K -$83.9K -336 -20%
CWM
781
Congress Wealth Management
Massachusetts
$343K -$325K -1,299 -49%
NLP
782
Next Level Private
New York
$343K – – –
KCM
783
Kendall Capital Management
Maryland
$342K -$18.8K -75 -5%
LWMG
784
Levy Wealth Management Group
Pennsylvania
$341K +$18K +72 +6%
MCC
785
Money Concepts Capital
Florida
$341K +$341K +1,365 New
AP
786
Americana Partners
Texas
$336K – – –
AWP
787
Abacus Wealth Partners
California
$333K -$125K -500 -27%
WA
788
Wealth Alliance
New York
$333K +$333K +1,331 New
Calamos Advisors
789
Calamos Advisors
Illinois
$327K -$1.79M -7,136 -85%
NC
790
NovaPoint Capital
Georgia
$326K – – –
AMBIA
791
Allen Mooney & Barnes Investment Advisors
Georgia
$325K +$325K +1,300 New
PWM
792
PBMares Wealth Management
Virginia
$325K – – –
PA
793
Procyon Advisors
Connecticut
$324K -$4K -16 -1%
MAS
794
Madden Advisory Services
Florida
$324K – – –
PA
795
Pinnacle Associates
New York
$323K -$85.1K -340 -21%
SIA
796
Schechter Investment Advisors
Michigan
$321K -$6.25K -25 -2%
MFS
797
McNamara Financial Services
Massachusetts
$320K -$34.8K -139 -10%
TWM
798
Tradition Wealth Management
Minnesota
$320K – – –
TCA
799
Transcend Capital Advisors
New Jersey
$319K +$93.2K +373 +41%
AIM
800
Arcadia Investment Management
Michigan
$316K – – –
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