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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 %
BFG
776
Barber Financial Group
Kansas
$301K – – –
NFC
777
Northeast Financial Consultants
Connecticut
$300K – – –
SEIA
778
Signature Estate & Investment Advisors
California
$298K -$4.14K -21 -1%
FFM
779
Forum Financial Management
Illinois
$297K -$2.37K -12 -0.8%
SI
780
Saxon Interests
Texas
$297K +$58K +278 +24%
PFP
781
Pinnacle Financial Partners
Tennessee
$295K – – –
TNBTD
782
Trustmark National Bank Trust Department
Mississippi
$295K +$295K +1,495 New
KPWS
783
Kestra Private Wealth Services
Texas
$294K +$30.2K +153 +11%
MLIC
784
Mandatum Life Insurance Company
Finland
$293K – – –
VA
785
Valmark Advisers
Ohio
$292K -$29.6K -150 -9%
1SB
786
1ST Source Bank
Indiana
$290K -$14.4K -73 -5%
FFA
787
Fragasso Financial Advisors
Pennsylvania
$290K +$83.3K +422 +40%
FWP
788
FAS Wealth Partners
Kansas
$286K -$2.17K -11 -0.8%
CWP
789
Curated Wealth Partners
California
$286K – – –
LWMG
790
Levy Wealth Management Group
Pennsylvania
$286K +$16K +81 +6%
NLP
791
Next Level Private
New York
$286K +$286K +1,373 New
TP
792
Tranquility Partners
Tennessee
$283K -$51.2K -259 -15%
PAMG
793
Patton Albertson Miller Group
Tennessee
$278K -$39.5K -200 -12%
AMG
794
Asset Management Group
Connecticut
$276K – – –
BFC
795
Bedel Financial Consulting
Indiana
$273K – – –
ACM
796
Advisors Capital Management
New Jersey
$273K +$33.1K +152 +14%
SPIA
797
Steward Partners Investment Advisory
New York
$273K +$98.6K +500 +56%
First Manhattan
798
First Manhattan
New York
$270K – – –
MPWT
799
MassMutual Private Wealth & Trust
Connecticut
$269K +$1.97K +10 +0.7%
CCG
800
Chatham Capital Group
Georgia
$268K – – –
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