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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 %
GSIS
851
Global Strategic Investment Solutions
Arizona
$257K – – –
G
852
GenTrust
Florida
$253K -$32.5K -130 -11%
HG
853
Harbor Group
New Hampshire
$253K – – –
WFA
854
Wellspring Financial Advisors
Ohio
$252K +$749 +3 +0.3%
IAG
855
Investmark Advisory Group
Connecticut
$251K -$5.74K -23 -2%
SAM
856
S.A. Mason
Michigan
$250K – – –
DWT
857
Dorsey & Whitney Trust
South Dakota
$248K – – –
BHWA
858
Beacon Harbor Wealth Advisors
Virginia
$248K – – –
RFG
859
Range Financial Group
Oregon
$244K – – –
BHWM
860
Beaird Harris Wealth Management
Texas
$240K +$250 +1 +0.1%
RF
861
Rollins Financial
Georgia
$239K -$118K -470 -33%
GC
862
Gibson Capital
Pennsylvania
$239K – – –
FC
863
Fulcrum Capital
Washington
$239K – – –
VF
864
Vista Finance
Missouri
$239K – – –
AFC
865
AFT Forsyth & Company
Florida
$239K +$751 +3 +0.3%
FNWM
866
Financial Network Wealth Management
Utah
$238K – – –
MWP
867
Meridian Wealth Partners
Pennsylvania
$238K – – –
IAIM
868
International Assets Investment Management
Florida
$238K +$238K +953 New
TWC
869
TD Waterhouse Canada
Ontario, Canada
$236K +$216K +861 +1,104%
AIP
870
Ahrens Investment Partners
Louisiana
$235K – – –
TCM
871
TD Capital Management
Tennessee
$235K +$1.5K +6 +0.6%
NB
872
NBT Bank
New York
$234K – – –
SFO
873
Stokes Family Office
Louisiana
$234K +$234K +934 New
PCM
874
Pointe Capital Management
Michigan
$233K – – –
WTB
875
Washington Trust Bank
Washington
$232K – – –
33 34
35
36 37