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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 %
AMG
826
Asset Management Group
Connecticut
$333K
MAM
827
Meeder Asset Management
Ohio
$331K
BWP
828
BSW Wealth Partners
Colorado
$330K
PI
829
PFG Investments
New York
$329K +$4.46K +19 +1%
GWSA
830
Global Wealth Strategies & Associates
Colorado
$329K
RMCM
831
Reynders McVeigh Capital Management
Massachusetts
$323K +$323K +1,373 New
CIA
832
Cape Investment Advisory
Georgia
$322K -$235 -1 -0.1%
FAT
833
First American Trust
California
$319K
CCG
834
Chatham Capital Group
Georgia
$319K
CT
835
Cambridge Trust
Massachusetts
$319K -$158K -673 -33%
CWM
836
Cornerstone Wealth Management
Missouri
$316K +$3.29K +14 +1%
USB
837
Union Savings Bank
Connecticut
$316K
PAMG
838
Patton Albertson Miller Group
Tennessee
$313K
AAS
839
Annex Advisory Services
Wisconsin
$313K +$8.46K +36 +3%
PPP
840
Private Portfolio Partners
New Jersey
$311K
TCM
841
TD Capital Management
Tennessee
$309K
LMKC
842
L.M. Kohn & Company
Ohio
$308K
FWI
843
Facet Wealth Inc
Maryland
$307K -$128K -560 -29%
BWL
844
Bogart Wealth LLC
Virginia
$306K
PWM
845
PBMares Wealth Management
Virginia
$305K
MAS
846
Madden Advisory Services
Florida
$304K -$235 -1 -0.1%
CWM
847
Congress Wealth Management
Massachusetts
$300K
VWA
848
V Wealth Advisors
Kansas
$299K -$75.6K -322 -20%
OWA
849
Octavia Wealth Advisors
Ohio
$296K +$296K +1,254 New
FM
850
Foster & Motley
Ohio
$294K -$20.4K -87 -6%