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iShares Russell 1000 ETF
IWB

Overview Fund Activity

1,072 hedge funds and large institutions have $22.8B invested in iShares Russell 1000 ETF in 2022 Q4 according to their latest regulatory filings, with 148 funds opening new positions, 380 increasing their positions, 304 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,072
Holders Change
+74
Holders Change %
+7.41%
% of All Funds
17.3%
Holding in Top 10
97
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-5.83%
% of All Funds
1.57%
New
148
Increased
380
Reduced
304
Closed
49
Calls
$8M
Puts
$2.11M
Net Calls
+$5.9M
Net Calls Change
+$9.37M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$1.03B
2
BlackRock
BlackRock
New York
$1.22B
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$221M
4
Northern Trust
Northern Trust
Illinois
$647M
5
HSBC Holdings
HSBC Holdings
United Kingdom
$202M

Top Sellers

1
Cerity Partners
Cerity Partners
New York
$155M
2
JHU
Johns Hopkins University
Maryland
$0
3
Millennium Management
Millennium Management
New York
$8.82M
4
KIM
Karpus Investment Management
New York
$2.75M
5
Barclays
Barclays
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
851
Congress Wealth Management
Massachusetts
$284K +$61.1K +290 +27%
PPP
852
Private Portfolio Partners
New Jersey
$279K +$42.3K +201 +18%
TCM
853
TD Capital Management
Tennessee
$277K -$513K -2,438 -65%
BFC
854
Bedel Financial Consulting
Indiana
$275K – – –
MYIA
855
Mount Yale Investment Advisors
Colorado
$274K +$274K +1,303 New
GWSA
856
Global Wealth Strategies & Associates
Colorado
$274K +$274K +1,300 New
PWM
857
PBMares Wealth Management
Virginia
$273K – – –
MAS
858
Madden Advisory Services
Florida
$273K – – –
PA
859
Pinnacle Associates
New York
$272K – – –
FAT
860
First American Trust
California
$271K +$23.2K +110 +9%
MWA
861
Moser Wealth Advisors
Washington
$269K -$52.6K -250 -16%
CWM
862
Connecticut Wealth Management
Connecticut
$268K – – –
BWP
863
BSW Wealth Partners
Colorado
$266K – – –
WCM
864
Wealthcare Capital Management
Virginia
$264K +$36.4K +173 +16%
ACM
865
Advisors Capital Management
New Jersey
$264K +$631 +3 +0.2%
ESB
866
Essex Savings Bank
Connecticut
$263K – – –
WCWM
867
Willow Creek Wealth Management
California
$261K – – –
CCMG
868
Clark Capital Management Group
Pennsylvania
$261K – – –
TCA
869
Transcend Capital Advisors
New Jersey
$260K -$14.9K -71 -5%
VCP
870
Vista Capital Partners
Oregon
$259K – – –
AB
871
Atlas Brown
Kentucky
$257K – – –
SBL
872
Sargent Bickham Lagudis
Colorado
$257K +$11.8K +56 +5%
AWP
873
Abacus Wealth Partners
California
$257K -$23.6K -112 -8%
HI
874
Harbour Investments
Wisconsin
$257K +$46.9K +223 +22%
FA
875
Fiducient Advisors
Illinois
$254K +$254K +1,207 New
33 34
35
36 37