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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.

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 %
GWSA
826
Global Wealth Strategies & Associates
Colorado
$341K +$24.4K +100 +8%
USB
827
Union Savings Bank
Connecticut
$339K +$339K +1,344 New
PI
828
PFG Investments
New York
$337K +$8.29K +34 +3%
EWP
829
Engrave Wealth Partners
Texas
$336K – – –
SB
830
Strategic Blueprint
Georgia
$335K +$11.7K +48 +4%
CIA
831
Cape Investment Advisory
Georgia
$334K -$9.02K -37 -3%
HI
832
Harbour Investments
Wisconsin
$333K +$57.5K +236 +21%
FAT
833
First American Trust
California
$331K +$28.7K +118 +10%
CCG
834
Chatham Capital Group
Georgia
$331K – – –
BCA
835
Bay Colony Advisors
Massachusetts
$330K -$253K -1,036 -43%
FM
836
Foster & Motley
Ohio
$327K -$56.9K -233 -15%
CWM
837
Cornerstone Wealth Management
Missouri
$325K +$325K +1,333 New
PAMG
838
Patton Albertson Miller Group
Tennessee
$325K – – –
PPP
839
Private Portfolio Partners
New Jersey
$323K – – –
TCM
840
TD Capital Management
Tennessee
$321K +$244 +1 +0.1%
LMKC
841
L.M. Kohn & Company
Ohio
$320K +$49K +201 +18%
BWL
842
Bogart Wealth LLC
Virginia
$318K – – –
PWM
843
PBMares Wealth Management
Virginia
$316K – – –
MAS
844
Madden Advisory Services
Florida
$316K – – –
AAS
845
Annex Advisory Services
Wisconsin
$316K – – –
OWA
846
Opal Wealth Advisors
New York
$315K +$315K +1,291 New
PA
847
Pinnacle Associates
New York
$314K – – –
CWM
848
Congress Wealth Management
Massachusetts
$311K -$11K -45 -3%
ACM
849
Ardent Capital Management
Ohio
$309K – – –
BFC
850
Bedel Financial Consulting
Indiana
$308K +$28.5K +117 +10%
32 33
34
35 36