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iShares Russell 1000 ETF
IWB

Overview Fund Activity

1,017 hedge funds and large institutions have $20.9B invested in iShares Russell 1000 ETF in 2022 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 360 increasing their positions, 307 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,017
Holders Change
-26
Holders Change %
-2.49%
% of All Funds
17.2%
Holding in Top 10
107
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-6.14%
% of All Funds
1.81%
New
80
Increased
360
Reduced
307
Closed
93
Calls
$19.2M
Puts
$7.04M
Net Calls
+$12.2M
Net Calls Change
-$9.21M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$357M
2
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
+$209M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$138M
4
Bank of America
Bank of America
North Carolina
+$119M
5
Jones Financial Companies
Jones Financial Companies
Missouri
+$107M

Top Sellers

1
BlackRock
BlackRock
New York
-$303M
2
HHGA
Halbert Hargrove Global Advisors
California
-$92.4M
3
CIAS
CFS Investment Advisory Services
New Jersey
-$81.9M
4
Goldman Sachs
Goldman Sachs
New York
-$45.8M
5
CS
Credit Suisse
Switzerland
-$41.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
FAT
826
First American Trust
California
$244K -$4.78K -23 -2%
HTHT
827
Hemenway Trust Hemenway Trust
New Hampshire
$244K – – –
AWM
828
AAF Wealth Management
Massachusetts
$243K +$623 +3 +0.3%
SBL
829
Sargent Bickham Lagudis
Colorado
$242K – – –
CCMG
830
Clark Capital Management Group
Pennsylvania
$242K +$242K +1,163 New
EWA
831
Encompass Wealth Advisors
Oregon
$241K – – –
IFAM
832
Institutional & Family Asset Management
Colorado
$240K – – –
EWM
833
EPG Wealth Management
Georgia
$240K – – –
BEAM
834
Baker Ellis Asset Management
Washington
$239K – – –
TCPWM
835
Traverso Chambers Private Wealth Management
California
$239K +$20.8K +100 +10%
TI
836
Tidal Investments
Wisconsin
$238K – – –
RDWM
837
Red Door Wealth Management
Tennessee
$238K – – –
SI
838
Saxon Interests
Texas
$238K +$1.25K +6 +0.5%
AWAG
839
ARS Wealth Advisors Group
Florida
$237K +$10.4K +50 +5%
AWA
840
Amplius Wealth Advisors
Pennsylvania
$235K -$650K -3,132 -73%
PWMG
841
Provence Wealth Management Group
California
$234K – – –
MWP
842
Meridian Wealth Partners
Pennsylvania
$234K +$36.4K +175 +18%
PPP
843
Private Portfolio Partners
New Jersey
$234K – – –
LMKC
844
L.M. Kohn & Company
Ohio
$231K – – –
GWM
845
Greenhouse Wealth Management
Connecticut
$231K +$415 +2 +0.2%
CT
846
Cambridge Trust
Massachusetts
$229K -$62.5K -300 -21%
ACM
847
Advisors Capital Management
New Jersey
$229K +$229K +1,101 New
KF
848
Krilogy Financial
Missouri
$228K – – –
SOAG
849
Silver Oak Advisory Group
Oregon
$228K – – –
AWM
850
Aspire Wealth Management
Massachusetts
$226K – – –
32 33
34
35 36