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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.

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

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.14B
2
US Bancorp
2
US Bancorp
Minnesota
$9.59M
3
BlackRock
3
BlackRock
New York
$1.04B
4
JPMPWA
4
J.P. Morgan Private Wealth Advisors
California
$297M
5
GH
5
Geisinger Health
Pennsylvania
$37.7M
Name Market Value Shares Shares
Change 		Shares
Change %
WFA
901
Wellspring Financial Advisors
Ohio
$250K 1,025 +3 +0.3%
KCM
902
Kendall Capital Management
Maryland
$248K 1,017 – –
KWS
903
Keystone Wealth Services
California
$248K 1,017 +1 +0.1%
EWM
904
Endurance Wealth Management
Rhode Island
$244K 1,000 – –
AG
905
Advocate Group
Minnesota
$244K 1,000 – –
BIA
906
Bigelow Investment Advisors
Maine
$243K 995 – –
BHWA
907
Beacon Harbor Wealth Advisors
Virginia
$242K 993 – –
PCA
908
Prosperity Capital Advisors
Ohio
$242K 992 -170 -15%
FNWM
909
Financial Network Wealth Management
Utah
$239K 951 – –
FFBTD
910
First Financial Bank - Trust Division
Ohio
$239K 979 -8 -0.8%
CPCM
911
Cardinal Point Capital Management
Ontario, Canada
$239K 979 – –
RFG
912
Range Financial Group
Oregon
$237K 974 – –
AFC
913
AFT Forsyth & Company
Florida
$237K 971 +2 +0.2%
AAS
914
Ameritas Advisory Services
Nebraska
$236K 979 -654 -40%
FWM
915
FFT Wealth Management
Pennsylvania
$236K 967 +1 +0.1%
AAG
916
Armstrong Advisory Group
Massachusetts
$235K 966 – –
CGA
917
Crescent Grove Advisors
Illinois
$235K 965 +965 New
GC
918
Gibson Capital
Pennsylvania
$234K 958 – –
FC
919
Fulcrum Capital
Washington
$233K 957 – –
HS
920
Horan Securities
United States
$233K 957 +2 +0.2%
AWA
921
Amplius Wealth Advisors
Pennsylvania
$233K 955 -40 -4%
SHFP
922
Second Half Financial Partners
Florida
$232K 954 +954 New
IAA
923
Independent Advisor Alliance
North Carolina
$232K 952 – –
MWP
924
Meridian Wealth Partners
Pennsylvania
$232K 950 – –
DAM
925
Delta Asset Management
Tennessee
$232K 950 – –
35 36
37
38 39