IWB icon

iShares Russell 1000 ETF
IWB

Overview Fund Activity

1,099 hedge funds and large institutions have $24.4B invested in iShares Russell 1000 ETF in 2023 Q2 according to their latest regulatory filings, with 91 funds opening new positions, 294 increasing their positions, 399 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,099
Holders Change
+41
Holders Change %
+3.88%
% of All Funds
17.33%
Holding in Top 10
94
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.17%
% of All Funds
1.48%
New
91
Increased
294
Reduced
399
Closed
35
Calls
$13M
Puts
$140M
Net Calls
-$127M
Net Calls Change
-$134M

Top Buyers

1
Millennium Management
Millennium Management
New York
$165M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
$214M
3
Morgan Stanley
Morgan Stanley
New York
$582M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$317M
5
Jones Financial Companies
Jones Financial Companies
Missouri
$1.95B

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.14B
2
US Bancorp
US Bancorp
Minnesota
$9.59M
3
BlackRock
BlackRock
New York
$1.04B
4
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$297M
5
GH
Geisinger Health
Pennsylvania
$37.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACM
876
Allred Capital Management
Texas
$273K – – –
FA
877
Financial Alternatives
California
$272K – – –
AA
878
Alesco Advisors
New York
$272K – – –
ASC
879
Atalanta Sosnoff Capital
New York
$270K -$338K -1,387 -56%
SF
880
Symphony Financial
Texas
$268K +$482 +2 +0.2%
ISL
881
Ingalls & Snyder LLC
New York
$268K – – –
SOAG
882
Silver Oak Advisory Group
Oregon
$267K – – –
HWM
883
Howard Wealth Management
Connecticut
$267K – – –
MW
884
Marcum Wealth
Ohio
$267K +$267K +1,094 New
AWM
885
Aspire Wealth Management
Massachusetts
$265K – – –
ZIM
886
Zacks Investment Management
Illinois
$263K +$32.9K +135 +14%
NSB
887
Norway Savings Bank
Maine
$262K +$262K +1,074 New
MAWA
888
Moss Adams Wealth Advisors
Washington
$259K – – –
TWC
889
TD Waterhouse Canada
Ontario, Canada
$259K +$55.7K +228 +27%
CTC
890
Corundum Trust Company
South Dakota
$259K +$259K +1,061 New
AUB
891
Atlantic Union Bankshares
Virginia
$258K – – –
EE
892
EWG Elevate
California
$256K – – –
SPWG
893
Syntegra Private Wealth Group
Missouri
$256K +$256K +1,050 New
NRC
894
New Republic Capital
North Carolina
$255K – – –
Fisher Asset Management
895
Fisher Asset Management
Washington
$253K +$253K +1,038 New
FFA
896
Founders Financial Alliance
North Carolina
$253K +$37.5K +154 +17%
WS
897
Wedbush Securities
California
$253K – – –
SI
898
Saxon Interests
Texas
$252K – – –
VAS
899
Vestmark Advisory Solutions
Massachusetts
$251K +$251K +1,029 New
IAG
900
Investmark Advisory Group
Connecticut
$250K +$731 +3 +0.3%
34 35
36
37 38