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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
826
Ardent Capital Management
Ohio
$286K -$73K -324 -20%
SFS
827
Sowell Financial Services
Arkansas
$285K +$285K +1,267 New
BWP
828
BSW Wealth Partners
Colorado
$285K – – –
FAT
829
First American Trust
California
$280K -$9.69K -43 -3%
WCWM
830
Willow Creek Wealth Management
California
$280K – – –
AFP
831
Ausdal Financial Partners
Iowa
$279K -$56.1K -249 -17%
ESB
832
Essex Savings Bank
Connecticut
$278K -$3.15K -14 -1%
VCP
833
Vista Capital Partners
Oregon
$277K – – –
LC
834
LCNB Corp
Ohio
$277K -$78.8K -350 -22%
AWP
835
Abacus Wealth Partners
California
$276K – – –
First Manhattan
836
First Manhattan
New York
$276K +$32.7K +145 +13%
AB
837
Atlas Brown
Kentucky
$275K – – –
FA
838
Fiducient Advisors
Illinois
$273K +$1.13K +5 +0.4%
NL
839
NWAM LLC
Washington
$272K -$134K -593 -33%
HIA
840
Harbor Investment Advisory
Maryland
$271K +$271K +1,203 New
KWM
841
Kingsview Wealth Management
Oregon
$271K +$25.2K +112 +10%
VFG
842
V2 Financial group
Illinois
$270K – – –
SAM
843
Summit Asset Management
Tennessee
$270K – – –
CNFG
844
Creegan & Nassoura Financial Group
New Hampshire
$270K – – –
QCM
845
Quantinno Capital Management
New York
$268K – – –
HTHT
846
Hemenway Trust Hemenway Trust
New Hampshire
$265K – – –
WI
847
WBI Investments
New Jersey
$264K +$264K +1,174 New
SWP
848
Strategic Wealth Partners
Ohio
$264K +$264K +1,172 New
EFS
849
Essex Financial Services
Connecticut
$262K +$262K +1,164 New
PCA
850
Prosperity Capital Advisors
Ohio
$262K +$3.83K +17 +1%
32 33
34
35 36