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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 %
LWA
826
Lenox Wealth Advisors
New York
$285K +$149K +604 +110%
PWMG
827
Provence Wealth Management Group
California
$282K -$5.51K -22 -2%
PPP
828
Private Portfolio Partners
New Jersey
$281K +$47.8K +191 +20%
GWM
829
Greenhouse Wealth Management
Connecticut
$278K +$250 +1 +0.1%
LMKC
830
L.M. Kohn & Company
Ohio
$278K +$278K +1,110 New
T
831
TCWP
Ohio
$278K +$278K +1,115 New
OWA
832
One Wealth Advisors
California
$276K -$1.56M -6,241 -85%
KF
833
Krilogy Financial
Missouri
$274K – – –
BIA
834
Bigelow Investment Advisors
Maine
$274K – – –
SOAG
835
Silver Oak Advisory Group
Oregon
$274K – – –
AWAG
836
ARS Wealth Advisors Group
Florida
$273K +$273K +1,090 New
AWM
837
Aspire Wealth Management
Massachusetts
$272K – – –
HFS
838
Howard Financial Services
Texas
$271K – – –
FAG
839
Financial Advisory Group
Texas
$270K +$1K +4 +0.4%
ZCA
840
Zeke Capital Advisors
Pennsylvania
$268K – – –
AAS
841
Annex Advisory Services
Wisconsin
$267K -$2K -8 -0.7%
VT
842
Vise Technologies
New York
$267K – – –
FFA
843
Fragasso Financial Advisors
Pennsylvania
$265K +$9.02K +36 +4%
WS
844
Wedbush Securities
California
$264K -$233K -932 -47%
EE
845
EWG Elevate
California
$263K -$433K -1,730 -62%
TCPWM
846
Traverso Chambers Private Wealth Management
California
$263K – – –
KCM
847
Kanawha Capital Management
Virginia
$262K – – –
AC
848
AlphaCore Capital
California
$261K – – –
MSS
849
Mitchell Sinkler & Starr
Pennsylvania
$260K – – –
VWM
850
Venturi Wealth Management
Texas
$258K – – –
32 33
34
35 36