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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 %
SEIA
776
Signature Estate & Investment Advisors
California
$416K – – –
CWM
777
Chesapeake Wealth Management
Virginia
$416K -$487 -2 -0.1%
TBC
778
Ted Buchan & Co
California
$416K – – –
TWM
779
Tolleson Wealth Management
Texas
$412K – – –
PAM
780
Palisade Asset Management
Minnesota
$411K – – –
MMHP
781
Murphy Middleton Hinkle & Parker
Georgia
$411K – – –
AIA
782
Alera Investment Advisors
Illinois
$410K – – –
JWCA
783
J.W. Cole Advisors
Florida
$410K -$281K -1,154 -41%
WP
784
WealthPLAN Partners
Nebraska
$407K -$59K -242 -13%
KL
785
KilterHowling LLC
Colorado
$404K +$975 +4 +0.2%
PMFA
786
Plante Moran Financial Advisors
Michigan
$404K – – –
KWM
787
Kingsview Wealth Management
Oregon
$404K +$111K +456 +38%
1SB
788
1ST Source Bank
Indiana
$403K -$2.19K -9 -0.5%
LL
789
LPWM LLC
Minnesota
$402K – – –
PSIWM
790
Paradigm Strategies in Wealth Management
Minnesota
$397K – – –
ZF
791
Zhang Financial
Michigan
$395K +$395K +1,622 New
MIFH
792
Migdal Insurance & Financial Holdings
Israel
$395K -$594K -2,466 -60%
FPW
793
Flagship Private Wealth
Massachusetts
$393K +$488 +2 +0.1%
DBT
794
Dubuque Bank & Trust
Iowa
$392K -$244 -1 -0.1%
FA
795
Fiducient Advisors
Illinois
$391K +$95.1K +390 +32%
COI
796
Connable Office Inc
Michigan
$390K +$390K +1,600 New
VWA
797
V Wealth Advisors
Kansas
$389K +$975 +4 +0.3%
D
798
Dentgroup
Louisiana
$387K -$9.26K -38 -2%
NG
799
Northstar Group
New York
$387K – – –
SPFA
800
Summit Place Financial Advisors
New Jersey
$382K – – –
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32
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