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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 %
GC
876
Grimes & Company
Massachusetts
$239K -$140K -620 -37%
MAWA
877
Moss Adams Wealth Advisors
Washington
$239K – – –
AUB
878
Atlantic Union Bankshares
Virginia
$239K -$30.6K -136 -11%
EE
879
EWG Elevate
California
$237K – – –
NRC
880
New Republic Capital
North Carolina
$235K -$5.63K -25 -2%
WS
881
Wedbush Securities
California
$234K +$9.68K +43 +4%
GSIS
882
Global Strategic Investment Solutions
Arizona
$233K +$676 +3 +0.3%
SI
883
Saxon Interests
Texas
$233K – – –
IAG
884
Investmark Advisory Group
Connecticut
$230K +$676 +3 +0.3%
WFA
885
Wellspring Financial Advisors
Ohio
$230K +$901 +4 +0.4%
KCM
886
Kendall Capital Management
Maryland
$229K -$15.8K -70 -6%
KWS
887
Keystone Wealth Services
California
$229K +$450 +2 +0.2%
AG
888
Advocate Group
Minnesota
$225K – – –
SAM
889
S.A. Mason
Michigan
$225K – – –
EWM
890
Endurance Wealth Management
Rhode Island
$225K – – –
AWA
891
Amplius Wealth Advisors
Pennsylvania
$224K -$16.4K -73 -7%
BIA
892
Bigelow Investment Advisors
Maine
$224K – – –
BHWA
893
Beacon Harbor Wealth Advisors
Virginia
$224K – – –
FFBTD
894
First Financial Bank - Trust Division
Ohio
$222K -$103K -457 -32%
WRPWM
895
Werba Rubin Papier Wealth Management
California
$222K – – –
HIP
896
HUB Investment Partners
Texas
$221K – – –
CPWMP
897
Cardinal Point Wealth Management Partners
California
$221K – – –
CPCM
898
Cardinal Point Capital Management
Ontario, Canada
$221K – – –
RFG
899
Range Financial Group
Oregon
$219K – – –
MCA
900
MSH Capital Advisors
Arizona
$218K +$218K +969 New
34 35
36
37 38