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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 %
ESB
801
Essex Savings Bank
Connecticut
$315K +$315K +1,258 New
WCWM
802
Willow Creek Wealth Management
California
$310K -$4K -16 -1%
VCP
803
Vista Capital Partners
Oregon
$308K +$12.3K +49 +4%
AB
804
Atlas Brown
Kentucky
$306K -$300K -1,200 -50%
BIM
805
Bridges Investment Management
Nebraska
$303K +$26.1K +104 +9%
BAS
806
Brown Advisory Securities
Maryland
$301K -$570K -2,266 -65%
VFG
807
V2 Financial group
Illinois
$300K – – –
CNFG
808
Creegan & Nassoura Financial Group
New Hampshire
$300K – – –
SAM
809
Summit Asset Management
Tennessee
$300K – – –
FAT
810
First American Trust
California
$300K +$300K +1,198 New
SQA
811
Simon Quick Advisors
New Jersey
$295K -$62.3K -249 -17%
PMFA
812
Plante Moran Financial Advisors
Michigan
$295K -$14.3K -57 -5%
HWM
813
Howard Wealth Management
Connecticut
$295K +$5K +20 +2%
HTHT
814
Hemenway Trust Hemenway Trust
New Hampshire
$294K – – –
SBL
815
Sargent Bickham Lagudis
Colorado
$292K – – –
AWM
816
AAF Wealth Management
Massachusetts
$292K +$750 +3 +0.3%
EWA
817
Encompass Wealth Advisors
Oregon
$290K – – –
IFAM
818
Institutional & Family Asset Management
Colorado
$289K – – –
EWM
819
EPG Wealth Management
Georgia
$289K – – –
BAM
820
Belpointe Asset Management
Nevada
$289K +$38.3K +153 +15%
BEAM
821
Baker Ellis Asset Management
Washington
$288K – – –
TI
822
Tidal Investments
Wisconsin
$287K – – –
GCP
823
Gill Capital Partners
Colorado
$286K +$1K +4 +0.4%
RDWM
824
Red Door Wealth Management
Tennessee
$286K +$286K +1,146 New
SI
825
Saxon Interests
Texas
$285K – – –
31 32
33
34 35