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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 %
SAM
926
S.A. Mason
Michigan
$211K – – –
AG
927
Advocate Group
Minnesota
$211K +$211K +1,000 New
WS
928
Wedbush Securities
California
$210K -$12.2K -58 -5%
BIA
929
Bigelow Investment Advisors
Maine
$209K +$209K +995 New
BHWA
930
Beacon Harbor Wealth Advisors
Virginia
$209K +$209K +993 New
WRPWM
931
Werba Rubin Papier Wealth Management
California
$207K +$207K +985 New
HIP
932
HUB Investment Partners
Texas
$207K +$207K +981 New
CPWMP
933
Cardinal Point Wealth Management Partners
California
$206K +$206K +979 New
CPCM
934
Cardinal Point Capital Management
Ontario, Canada
$206K +$206K +979 New
RFG
935
Range Financial Group
Oregon
$205K +$205K +974 New
AFC
936
AFT Forsyth & Company
Florida
$203K +$203K +966 New
FWM
937
FFT Wealth Management
Pennsylvania
$203K +$203K +964 New
GC
938
Gibson Capital
Pennsylvania
$202K – – –
FC
939
Fulcrum Capital
Washington
$201K +$201K +957 New
AWA
940
Arkadios Wealth Advisors
Georgia
$201K +$201K +955 New
IAA
941
Independent Advisor Alliance
North Carolina
$200K +$200K +952 New
FNWM
942
Financial Network Wealth Management
Utah
$200K +$200K +951 New
AC
943
AlphaCore Capital
California
$199K -$20.4K -97 -9%
IFAM
944
Institutional & Family Asset Management
Colorado
$195K – – –
HT
945
Headlands Technologies
Illinois
$191K +$191K +906 New
HS
946
Horan Securities
United States
$190K +$101K +482 +114%
CIAS
947
Capital Investment Advisory Services
North Carolina
$189K – – –
TWC
948
TD Waterhouse Canada
Ontario, Canada
$187K – – –
CFD
949
Creative Financial Designs
Indiana
$187K +$50.3K +239 +37%
FFA
950
Founders Financial Alliance
North Carolina
$186K -$421 -2 -0.2%
36 37
38
39 40