IWB icon

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 %
EWA
851
Encompass Wealth Advisors
Oregon
$261K – – –
Deutsche Bank
852
Deutsche Bank
Germany
$260K +$91.2K +405 +54%
EWM
853
EPG Wealth Management
Georgia
$260K – – –
BEAM
854
Baker Ellis Asset Management
Washington
$259K – – –
BFC
855
Bedel Financial Consulting
Indiana
$258K -$36.3K -161 -12%
TI
856
Tidal Investments
Wisconsin
$258K – – –
TCPWM
857
Traverso Chambers Private Wealth Management
California
$257K -$2.25K -10 -0.9%
HFS
858
Howard Financial Services
Texas
$255K +$7.66K +34 +3%
HI
859
Harbour Investments
Wisconsin
$255K -$20.5K -91 -7%
SL
860
Sentinus LLC
Illinois
$253K +$253K +1,125 New
GWM
861
Greenhouse Wealth Management
Connecticut
$252K +$450 +2 +0.2%
ACM
862
Allred Capital Management
Texas
$252K +$450 +2 +0.2%
FA
863
Financial Alternatives
California
$252K – – –
AA
864
Alesco Advisors
New York
$251K -$13.5K -60 -5%
LMKC
865
L.M. Kohn & Company
Ohio
$250K – – –
CW
866
CreativeOne Wealth
Kansas
$249K +$249K +1,107 New
ISL
867
Ingalls & Snyder LLC
New York
$248K – – –
BBA
868
BLB&B Advisors
Pennsylvania
$248K – – –
KF
869
Krilogy Financial
Missouri
$247K – – –
HWM
870
Howard Wealth Management
Connecticut
$247K -$2.25K -10 -0.9%
SF
871
Symphony Financial
Texas
$246K +$666 +3 +0.3%
SOAG
872
Silver Oak Advisory Group
Oregon
$246K – – –
AWM
873
Aspire Wealth Management
Massachusetts
$245K – – –
BFG
874
Barber Financial Group
Kansas
$243K – – –
HWM
875
HFG Wealth Management
Texas
$242K +$242K +1,076 New
33 34
35
36 37