IWB icon

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 %
AAS
776
Ameritas Advisory Services
Nebraska
$369K -$257K -1,140 -41%
PSIWM
777
Paradigm Strategies in Wealth Management
Minnesota
$367K – – –
D
778
Dentgroup
Louisiana
$366K +$366K +1,626 New
DI
779
DFPG Investments
Utah
$365K -$18.2K -81 -5%
TWA
780
Talisman Wealth Advisors
New Jersey
$365K +$1.35K +6 +0.4%
JGCM
781
Joseph Group Capital Management
Ohio
$365K – – –
FPW
782
Flagship Private Wealth
Massachusetts
$362K +$676 +3 +0.2%
DBT
783
Dubuque Bank & Trust
Iowa
$362K -$901 -4 -0.2%
VWA
784
V Wealth Advisors
Kansas
$359K +$901 +4 +0.3%
NG
785
Northstar Group
New York
$357K +$357K +1,586 New
FM
786
Foster & Motley
Ohio
$354K -$9.23K -41 -3%
SPFA
787
Summit Place Financial Advisors
New Jersey
$353K – – –
TP
788
Tranquility Partners
Tennessee
$353K +$44.6K +198 +14%
PWLP
789
Prio Wealth Limited Partnership
Massachusetts
$352K – – –
PWMG
790
Prestige Wealth Management Group
New Jersey
$350K -$85.6K -380 -20%
VWM
791
Venturi Wealth Management
Texas
$348K -$74.1K -329 -18%
HCP
792
Holt Capital Partners
Texas
$346K – – –
TNA
793
True North Advisors
Texas
$343K +$343K +1,523 New
TCA
794
Transcend Capital Advisors
New Jersey
$343K +$64.4K +286 +23%
NFC
795
Northeast Financial Consultants
Connecticut
$342K – – –
SW
796
SkyOak Wealth
Michigan
$339K -$5.63K -25 -2%
RF
797
Rollins Financial
Georgia
$339K – – –
AWM
798
AAF Wealth Management
Massachusetts
$335K +$77.9K +346 +30%
SL
799
Sentry LLC
Tennessee
$335K +$335K +1,487 New
FWP
800
FAS Wealth Partners
Kansas
$334K +$1.13K +5 +0.3%
30 31
32
33 34