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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 %
ACM
801
Advisors Capital Management
New Jersey
$329K +$45.6K +202 +16%
LWMG
802
Levy Wealth Management Group
Pennsylvania
$329K +$901 +4 +0.3%
CWP
803
Curated Wealth Partners
California
$327K – – –
MAM
804
Meeder Asset Management
Ohio
$319K -$1.13K -5 -0.4%
AMG
805
Asset Management Group
Connecticut
$319K +$1.13K +5 +0.4%
CIA
806
Cape Investment Advisory
Georgia
$317K +$317K +1,407 New
DC
807
Davenport & Co
Virginia
$314K -$20.5K -91 -6%
EWP
808
Engrave Wealth Partners
Texas
$307K +$307K +1,377 New
CCG
809
Chatham Capital Group
Georgia
$306K – – –
AC
810
AlphaCore Capital
California
$305K +$92.1K +409 +43%
PI
811
PFG Investments
New York
$304K +$304K +1,348 New
BFA
812
BMS Financial Advisors
South Dakota
$303K +$303K +1,347 New
PAMG
813
Patton Albertson Miller Group
Tennessee
$300K -$16.9K -75 -5%
SB
814
Strategic Blueprint
Georgia
$299K +$299K +1,326 New
PPP
815
Private Portfolio Partners
New Jersey
$299K – – –
CWM
816
Congress Wealth Management
Massachusetts
$298K -$6.08K -27 -2%
TCM
817
TD Capital Management
Tennessee
$296K +$450 +2 +0.2%
BWL
818
Bogart Wealth LLC
Virginia
$293K +$149K +662 +103%
SIA
819
Soltis Investment Advisors
Utah
$293K -$16.4K -73 -5%
AWA
820
Arete Wealth Advisors
Illinois
$293K -$13.5K -60 -4%
GWSA
821
Global Wealth Strategies & Associates
Colorado
$293K – – –
PWM
822
PBMares Wealth Management
Virginia
$292K – – –
AAS
823
Annex Advisory Services
Wisconsin
$292K -$283K -1,256 -49%
MAS
824
Madden Advisory Services
Florida
$292K – – –
PA
825
Pinnacle Associates
New York
$291K – – –
31 32
33
34 35