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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 %
IP
876
Isthmus Partners
Wisconsin
$230K -$50K -200 -18%
PWP
877
Principle Wealth Partners
Connecticut
$230K -$48.8K -195 -18%
ODFS
878
O'Donnell Financial Services
California
$229K – – –
KWMG
879
King Wealth Management Group
Florida
$229K – – –
AMCA
880
Arthur M. Cohen & Associates
Illinois
$229K – – –
AWP
881
Accretive Wealth Partners
New Jersey
$229K – – –
CP
882
Covenant Partners
Tennessee
$227K -$22.3K -89 -9%
BA
883
Bridgewater Advisors
New York
$226K – – –
CFD
884
Creative Financial Designs
Indiana
$226K – – –
HCM
885
Howland Capital Management
Massachusetts
$226K – – –
CIAS
886
Capital Investment Advisory Services
North Carolina
$225K -$7.51K -30 -3%
VFIC
887
Valley Forge Investment Consultants
Pennsylvania
$225K – – –
LFG
888
Larson Financial Group
Missouri
$224K – – –
FFA
889
Founders Financial Alliance
North Carolina
$222K – – –
SPIA
890
Steward Partners Investment Advisory
New York
$221K +$7.74K +31 +4%
EFS
891
Essex Financial Services
Connecticut
$221K +$221K +882 New
PBF
892
Petix & Botte Financial
California
$221K +$221K +882 New
BFO
893
Boston Family Office
Massachusetts
$219K – – –
TNA
894
True North Advisors
Texas
$219K – – –
SI
895
Scharf Investments
California
$217K -$1.1M -4,411 -84%
TF
896
Trek Financial
Arizona
$217K -$47.2K -189 -18%
SRC
897
Sage Rhino Capital
California
$217K – – –
KWM
898
Kingsview Wealth Management
Oregon
$217K -$5.5K -22 -2%
HFP
899
Holistic Financial Partners
Indiana
$215K – – –
CDH
900
Charles D. Hyman
$215K +$215K +858 New
34 35
36
37 38