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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 %
LMKC
901
L.M. Kohn & Company
Ohio
$234K – – –
HWM
902
Howard Wealth Management
Connecticut
$233K -$15.8K -75 -6%
ISL
903
Ingalls & Snyder LLC
New York
$232K – – –
BBA
904
BLB&B Advisors
Pennsylvania
$232K -$19.6K -93 -8%
HFS
905
Howard Financial Services
Texas
$231K -$52K -247 -18%
KF
906
Krilogy Financial
Missouri
$231K – – –
SOAG
907
Silver Oak Advisory Group
Oregon
$230K – – –
FAG
908
Financial Advisory Group
Texas
$230K +$2.11K +10 +0.9%
AWM
909
Aspire Wealth Management
Massachusetts
$229K – – –
KWM
910
Kingsview Wealth Management
Oregon
$229K +$229K +1,089 New
KCM
911
Kendall Capital Management
Maryland
$229K -$21.1K -100 -8%
First Manhattan
912
First Manhattan
New York
$227K -$61.1K -290 -21%
BFG
913
Barber Financial Group
Kansas
$227K -$93.7K -445 -29%
ZCA
914
Zeke Capital Advisors
Pennsylvania
$225K – – –
NRC
915
New Republic Capital
North Carolina
$225K +$225K +1,070 New
AWA
916
Amplius Wealth Advisors
Pennsylvania
$225K – – –
MW
917
Marcum Wealth
Ohio
$224K +$224K +1,066 New
MAWA
918
Moss Adams Wealth Advisors
Washington
$224K +$224K +1,062 New
EE
919
EWG Elevate
California
$221K – – –
SI
920
Saxon Interests
Texas
$221K -$83.5K -391 -27%
GSIS
921
Global Strategic Investment Solutions
Arizona
$218K +$1.47K +7 +0.7%
IAG
922
Investmark Advisory Group
Connecticut
$214K +$1.05K +5 +0.5%
WFA
923
Wellspring Financial Advisors
Ohio
$214K +$842 +4 +0.4%
KWS
924
Keystone Wealth Services
California
$213K +$213K +1,014 New
EWM
925
Endurance Wealth Management
Rhode Island
$211K – – –
35 36
37
38 39