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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 %
WAP
901
Wealthcare Advisory Partners
Pennsylvania
$213K -$202K -807 -49%
6F
902
626 Financial
Michigan
$212K – – –
LA
903
LVW Advisors
New York
$212K +$18.8K +75 +10%
JC
904
JB Capital
Connecticut
$211K +$250 +1 +0.1%
GC
905
Grimes & Company
Massachusetts
$210K -$21.3K -85 -9%
OCM
906
One Capital Management
California
$210K +$210K +841 New
FFG
907
Fortem Financial Group
California
$209K -$7.49K -30 -3%
HIM
908
Hotaling Investment Management
Pennsylvania
$209K – – –
SS
909
Sunbelt Securities
Texas
$209K +$209K +822 New
ECM
910
Evergreen Capital Management
Washington
$208K – – –
EWA
911
Evolution Wealth Advisors
Florida
$207K – – –
BHTS
912
Bar Harbor Trust Services
Maine
$206K – – –
UBV
913
United Bank (Virginia)
Virginia
$206K – – –
FANJ
914
Financial Architects (New Jersey)
New Jersey
$204K – – –
SIA
915
Soltis Investment Advisors
Utah
$203K -$63.8K -255 -24%
SWA
916
ShankerValleau Wealth Advisors
Illinois
$203K – – –
FDS
917
Freedom Day Solutions
Texas
$203K +$499 +2 +0.2%
VCM
918
Vivaldi Capital Management
Illinois
$202K +$26.7K +121 +15%
SAM
919
Synergy Asset Management
Washington
$202K +$202K +809 New
ISB
920
Iowa State Bank
Iowa
$200K – – –
CTC
921
Central Trust Company
Missouri
$195K – – –
MTIC
922
Missouri Trust & Investment Company
Missouri
$195K – – –
ACA
923
Aptus Capital Advisors
Alabama
$194K – – –
MW
924
Milestone Wealth
New York
$189K – – –
RWA
925
RGT Wealth Advisors
Texas
$188K – – –
35 36
37
38 39