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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 %
VFG
876
V2 Financial group
Illinois
$253K – – –
CNFG
877
Creegan & Nassoura Financial Group
New Hampshire
$253K – – –
SAM
878
Summit Asset Management
Tennessee
$253K – – –
AUB
879
Atlantic Union Bankshares
Virginia
$252K – – –
PWMG
880
Provence Wealth Management Group
California
$250K +$13.1K +62 +6%
GAM
881
Gould Asset Management
California
$250K +$250K +1,189 New
QCM
882
Quantinno Capital Management
New York
$250K -$12.6K -60 -5%
AA
883
Alesco Advisors
New York
$247K -$16.8K -80 -6%
HTHT
884
Hemenway Trust Hemenway Trust
New Hampshire
$247K – – –
GCP
885
Gill Capital Partners
Colorado
$245K +$842 +4 +0.3%
HPM
886
Hoxton Planning & Management
West Virginia
$244K +$244K +1,161 New
EWA
887
Encompass Wealth Advisors
Oregon
$244K – – –
Betterment LLC
888
Betterment LLC
New York
$244K -$402K -1,915 -62%
EWM
889
EPG Wealth Management
Georgia
$243K – – –
BEAM
890
Baker Ellis Asset Management
Washington
$242K – – –
TCPWM
891
Traverso Chambers Private Wealth Management
California
$242K – – –
PCA
892
Prosperity Capital Advisors
Ohio
$241K +$241K +1,145 New
TI
893
Tidal Investments
Wisconsin
$241K – – –
AWM
894
AAF Wealth Management
Massachusetts
$240K -$6.74K -32 -3%
MWP
895
Meridian Wealth Partners
Pennsylvania
$237K – – –
GWM
896
Greenhouse Wealth Management
Connecticut
$235K +$1.05K +5 +0.4%
ACM
897
Allred Capital Management
Texas
$235K -$92.6K -440 -28%
FA
898
Financial Alternatives
California
$235K +$235K +1,117 New
KIA
899
KCM Investment Advisors
California
$234K +$234K +1,113 New
SF
900
Symphony Financial
Texas
$234K -$116K -550 -33%
34 35
36
37 38