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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
1
Millennium Management
New York
$165M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$214M
3
Morgan Stanley
3
Morgan Stanley
New York
$582M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$317M
5
Jones Financial Companies
5
Jones Financial Companies
Missouri
$1.95B

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.14B
2
US Bancorp
2
US Bancorp
Minnesota
$9.59M
3
BlackRock
3
BlackRock
New York
$1.04B
4
JPMPWA
4
J.P. Morgan Private Wealth Advisors
California
$297M
5
GH
5
Geisinger Health
Pennsylvania
$37.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWLP
801
Prio Wealth Limited Partnership
Massachusetts
$381K – – –
DI
802
DFPG Investments
Utah
$376K -$30.6K -122 -8%
HCP
803
Holt Capital Partners
Texas
$374K – – –
TCA
804
Transcend Capital Advisors
New Jersey
$372K +$975 +4 +0.3%
NFC
805
Northeast Financial Consultants
Connecticut
$370K – – –
AC
806
Apella Capital
Connecticut
$368K +$368K +1,510 New
PWMG
807
Prestige Wealth Management Group
New Jersey
$367K -$12.2K -50 -3%
SW
808
SkyOak Wealth
Michigan
$367K – – –
GC
809
Grimes & Company
Massachusetts
$365K +$106K +435 +41%
ACM
810
Advisors Capital Management
New Jersey
$365K +$9.27K +38 +3%
AWM
811
AAF Wealth Management
Massachusetts
$363K +$488 +2 +0.1%
SL
812
Sentry LLC
Tennessee
$363K +$244 +1 +0.1%
FWP
813
FAS Wealth Partners
Kansas
$362K +$487 +2 +0.1%
BFA
814
BMS Financial Advisors
South Dakota
$358K +$29.7K +122 +9%
MTIC
815
Missouri Trust & Investment Company
Missouri
$357K +$171K +700 +92%
LWMG
816
Levy Wealth Management Group
Pennsylvania
$357K +$487 +2 +0.1%
HFS
817
Howard Financial Services
Texas
$354K +$78K +320 +28%
CWP
818
Curated Wealth Partners
California
$353K – – –
PCM
819
Pointe Capital Management
Michigan
$350K +$124K +507 +55%
SIA
820
Soltis Investment Advisors
Utah
$347K +$29.5K +121 +9%
AMG
821
Asset Management Group
Connecticut
$346K +$975 +4 +0.3%
MAM
822
Meeder Asset Management
Ohio
$344K -$1.46K -6 -0.4%
CCA
823
Checchi Capital Advisers
California
$344K +$126K +518 +58%
DC
824
Davenport & Co
Virginia
$343K +$3.41K +14 +1%
BWP
825
BSW Wealth Partners
Colorado
$343K +$34.4K +141 +11%
31 32
33
34 35