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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
+$741M
2
Goldman Sachs
Goldman Sachs
New York
+$135M
3
Cerity Partners
Cerity Partners
New York
+$122M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$111M
5
HHGA
Halbert Hargrove Global Advisors
California
+$104M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$313M
2
BlackRock
BlackRock
New York
-$228M
3
CCA
Column Capital Advisors
Indiana
-$225M
4
HSBC Holdings
HSBC Holdings
United Kingdom
-$118M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$110M
Name Holding Trade Value Shares
Change 		Shares
Change %
BMD
926
Better Money Decisions
New Mexico
$206K +$206K +913 New
JWS
927
Juncture Wealth Strategies
Arizona
$206K +$206K +913 New
CW
928
CIC Wealth
Maryland
$205K +$205K +910 New
CFD
929
Creative Financial Designs
Indiana
$204K +$4.28K +19 +2%
HCM
930
Howland Capital Management
Massachusetts
$204K +$204K +905 New
WA
931
WestEnd Advisors
North Carolina
$203K -$324K -1,540 Closed
Capital International Investors
932
Capital International Investors
California
$201K -$569K -2,562 -74%
TWC
933
TD Waterhouse Canada
Ontario, Canada
$201K – – –
CCA
934
Checchi Capital Advisers
California
$201K +$201K +892 New
AWA
935
Arkadios Wealth Advisors
Georgia
$200K -$14.9K -66 -7%
CIAS
936
Capital Investment Advisory Services
North Carolina
$200K -$2.25K -10 -1%
KIA
937
KCM Investment Advisors
California
$200K -$50.7K -225 -20%
KAM
938
KEB Asset Management
Illinois
$200K +$200K +888 New
FFA
939
Founders Financial Alliance
North Carolina
$199K – – –
CP
940
Covenant Partners
Tennessee
$197K – – –
BHWM
941
Beaird Harris Wealth Management
Texas
$183K – – –
LFG
942
Larson Financial Group
Missouri
$179K +$225 +1 +0.1%
ACA
943
Aptus Capital Advisors
Alabama
$177K +$676 +3 +0.4%
Qube Research & Technologies (QRT)
944
Qube Research & Technologies (QRT)
United Kingdom
$174K +$174K +773 New
MTIC
945
Missouri Trust & Investment Company
Missouri
$172K – – –
PTC
946
Private Trust Company
Ohio
$171K +$42.6K +189 +33%
IFAM
947
Institutional & Family Asset Management
Colorado
$170K -$38.1K -169 -18%
CTC
948
Central Trust Company
Missouri
$162K – – –
PK
949
Pflug Koory
Nebraska
$157K – – –
SS
950
Sunbelt Securities
Texas
$147K +$147K +661 New
36 37
38
39 40