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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
$912M
2
Goldman Sachs
Goldman Sachs
New York
$567M
3
Cerity Partners
Cerity Partners
New York
$164M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$241M
5
HHGA
Halbert Hargrove Global Advisors
California
$108M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$785M
2
BlackRock
BlackRock
New York
$1.08B
3
CCA
Column Capital Advisors
Indiana
$45.5M
4
HSBC Holdings
HSBC Holdings
United Kingdom
$97.9M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$310M
Name Holding Trade Value Shares
Change 		Shares
Change %
AFC
901
AFT Forsyth & Company
Florida
$218K +$676 +3 +0.3%
AAG
902
Armstrong Advisory Group
Massachusetts
$218K +$193K +857 +786%
FWM
903
FFT Wealth Management
Pennsylvania
$218K +$450 +2 +0.2%
GC
904
Gibson Capital
Pennsylvania
$216K – – –
FC
905
Fulcrum Capital
Washington
$216K – – –
HS
906
Horan Securities
United States
$215K +$11.5K +51 +6%
IAA
907
Independent Advisor Alliance
North Carolina
$214K – – –
FNWM
908
Financial Network Wealth Management
Utah
$214K – – –
MWP
909
Meridian Wealth Partners
Pennsylvania
$214K -$39.4K -175 -16%
DAM
910
Delta Asset Management
Tennessee
$214K +$113K +500 +111%
ZIM
911
Zacks Investment Management
Illinois
$213K +$213K +944 New
EWA
912
Etesian Wealth Advisors
Oregon
$212K +$212K +940 New
NB
913
NBT Bank
New York
$211K +$211K +935 New
FTDI
914
First Trust Direct Indexing
Massachusetts
$210K -$315K -1,399 -60%
PCM
915
Pointe Capital Management
Michigan
$209K +$209K +930 New
MWP
916
Madison Wealth Partners
Wisconsin
$209K +$209K +928 New
SAF
917
Smith Anglin Financial
Texas
$209K +$209K +926 New
IP
918
Isthmus Partners
Wisconsin
$207K +$207K +920 New
AIP
919
Ahrens Investment Partners
Louisiana
$207K +$207K +919 New
PWP
920
Principle Wealth Partners
Connecticut
$207K +$207K +919 New
MAG
921
MRA Advisory Group
New Jersey
$207K -$416K -1,848 -67%
ML
922
McAdam LLC
Pennsylvania
$206K +$206K +916 New
AWP
923
Accretive Wealth Partners
New Jersey
$206K +$206K +916 New
KWMG
924
King Wealth Management Group
Florida
$206K +$206K +915 New
ODFS
925
O'Donnell Financial Services
California
$206K +$206K +914 New
35 36
37
38 39