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iShares Russell 1000 ETF
IWB

Overview Fund Activity

1,072 hedge funds and large institutions have $22.8B invested in iShares Russell 1000 ETF in 2022 Q4 according to their latest regulatory filings, with 148 funds opening new positions, 380 increasing their positions, 304 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,072
Holders Change
+74
Holders Change %
+7.41%
% of All Funds
17.3%
Holding in Top 10
97
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-5.83%
% of All Funds
1.57%
New
148
Increased
380
Reduced
304
Closed
49
Calls
$8M
Puts
$2.11M
Net Calls
+$5.9M
Net Calls Change
+$9.37M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$243M
2
BlackRock
BlackRock
New York
+$234M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$127M
4
Northern Trust
Northern Trust
Illinois
+$111M
5
HSBC Holdings
HSBC Holdings
United Kingdom
+$91.3M

Top Sellers

1
Cerity Partners
Cerity Partners
New York
-$397M
2
JHU
Johns Hopkins University
Maryland
-$211M
3
Millennium Management
Millennium Management
New York
-$50.5M
4
KIM
Karpus Investment Management
New York
-$33.5M
5
Barclays
Barclays
United Kingdom
-$22.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
VWM
776
Venturi Wealth Management
Texas
$395K +$150K +714 +61%
PMFA
777
Plante Moran Financial Advisors
Michigan
$393K -$399K -1,894 -50%
FAM
778
Forte Asset Management
New York
$391K – – –
NHC
779
Nicholas Hoffman & Company
Georgia
$388K – – –
AIA
780
Avalon Investment & Advisory
Texas
$388K – – –
GC
781
Gratus Capital
Georgia
$387K – – –
KLI
782
Kelman-Lazarov Inc
Tennessee
$386K – – –
HWMA
783
Heritage Wealth Management (Arizona)
Arizona
$385K -$718K -3,412 -65%
AP
784
Americana Partners
Texas
$384K +$101K +478 +36%
NL
785
NWAM LLC
Washington
$379K -$35K -166 -8%
PPW
786
PACK Private Wealth
Minnesota
$373K – – –
SCP
787
Silverleafe Capital Partners
Tennessee
$373K +$95.8K +455 +35%
DI
788
DFPG Investments
Utah
$371K +$371K +1,702 New
GA
789
Greenspring Advisors
Maryland
$371K -$128K -607 -26%
OBWP
790
O'Brien Wealth Partners
Massachusetts
$370K – – –
AAM
791
AMI Asset Management
California
$370K +$370K +1,756 New
VA
792
Valmark Advisers
Ohio
$368K +$56K +266 +18%
DWP
793
Destiny Wealth Partners
Florida
$368K -$324K -1,541 -47%
VCA
794
Verdence Capital Advisors
Maryland
$367K -$27.6K -131 -7%
BFA
795
Beaumont Financial Advisors
Massachusetts
$367K +$4.21K +20 +1%
PCS
796
Personal CFO Solutions
New Jersey
$364K +$364K +1,727 New
SCI
797
Stableford Capital II
Arizona
$362K – – –
CWM
798
Chesapeake Wealth Management
Virginia
$360K – – –
TBC
799
Ted Buchan & Co
California
$359K +$359K +1,705 New
TWM
800
Thrive Wealth Management
Pennsylvania
$357K +$357K +1,696 New
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