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iShares Russell 1000 ETF

1,088 hedge funds and large institutions have $23.2B invested in iShares Russell 1000 ETF in 2023 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 259 increasing their positions, 407 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,088
Holders Change
-11
Holders Change %
-1%
% of All Funds
17.35%
Holding in Top 10
91
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.19%
% of All Funds
1.45%
New
58
Increased
259
Reduced
407
Closed
59
Calls
$15.3M
Puts
$1.65M
Net Calls
+$13.6M
Net Calls Change
+$140M
Name Holding Trade Value Shares
Change
Shares
Change %
SPFA
801
Summit Place Financial Advisors
New Jersey
$368K
PWLP
802
Prio Wealth Limited Partnership
Massachusetts
$368K
Betterment LLC
803
Betterment LLC
New York
$365K +$164K +698 +81%
HCP
804
Holt Capital Partners
Texas
$361K
PMFA
805
Plante Moran Financial Advisors
Michigan
$360K -$29.1K -124 -7%
MIFH
806
Migdal Insurance & Financial Holdings
Israel
$360K -$26.9K -114 -7%
D
807
Dentgroup
Louisiana
$360K -$13.4K -57 -4%
NFC
808
Northeast Financial Consultants
Connecticut
$357K
DI
809
DFPG Investments
Utah
$356K
TWM
810
Thrive Wealth Management
Pennsylvania
$356K +$356K +1,517 New
AC
811
Apella Capital
Connecticut
$355K
BCA
812
Bay Colony Advisors
Massachusetts
$354K +$36.2K +154 +11%
ACM
813
Advisors Capital Management
New Jersey
$352K
GC
814
Grimes & Company
Massachusetts
$352K
NL
815
NWAM LLC
Washington
$351K +$351K +1,495 New
BOSSRA
816
B.O.S.S. Retirement Advisors
Utah
$351K +$64.8K +276 +23%
SL
817
Sentry LLC
Tennessee
$349K
SIA
818
Soltis Investment Advisors
Utah
$348K +$13.6K +58 +4%
PCM
819
Pointe Capital Management
Michigan
$347K +$9.4K +40 +3%
AWM
820
AAF Wealth Management
Massachusetts
$345K -$4.93K -21 -1%
MTIC
821
Missouri Trust & Investment Company
Missouri
$344K
LWMG
822
Levy Wealth Management Group
Pennsylvania
$344K
FWP
823
FAS Wealth Partners
Kansas
$344K -$4.93K -21 -1%
TCA
824
Transcend Capital Advisors
New Jersey
$343K -$15.5K -66 -4%
CWP
825
Curated Wealth Partners
California
$341K