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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 %
WRPWM
926
Werba Rubin Papier Wealth Management
California
$229K 941 -44 -4%
EWA
927
Etesian Wealth Advisors
Oregon
$229K 940 – –
NB
928
NBT Bank
New York
$228K 935 – –
FTDI
929
First Trust Direct Indexing
Massachusetts
$228K 934 – –
MWP
930
Madison Wealth Partners
Wisconsin
$226K 928 – –
SAF
931
Smith Anglin Financial
Texas
$226K 926 – –
SAM
932
S.A. Mason
Michigan
$225K 1,000 – –
AMCA
933
Arthur M. Cohen & Associates
Illinois
$224K 921 +921 New
IP
934
Isthmus Partners
Wisconsin
$224K 920 – –
WFA
935
Wade Financial Advisory
California
$224K 920 +920 New
BBA
936
BLB&B Advisors
Pennsylvania
$224K 920 -180 -16%
PWP
937
Principle Wealth Partners
Connecticut
$224K 919 – –
AWP
938
Accretive Wealth Partners
New Jersey
$223K 916 – –
KWMG
939
King Wealth Management Group
Florida
$223K 915 – –
BMD
940
Better Money Decisions
New Mexico
$223K 914 +1 +0.1%
ODFS
941
O'Donnell Financial Services
California
$223K 914 – –
JWS
942
Juncture Wealth Strategies
Arizona
$223K 913 – –
EWA
943
Exencial Wealth Advisors
Oklahoma
$222K 910 +910 New
CW
944
CIC Wealth
Maryland
$222K 910 – –
ML
945
McAdam LLC
Pennsylvania
$222K 910 -6 -0.7%
MWA
946
Moser Wealth Advisors
Washington
$221K 908 +908 New
3LCM
947
3D/L Capital Management
Connecticut
$219K 899 -800 -47%
HFA
948
High Falls Advisors
New York
$218K 896 +896 New
CFD
949
Creative Financial Designs
Indiana
$218K 894 -12 -1%
CIAS
950
Capital Investment Advisory Services
North Carolina
$217K 889 – –
36 37
38
39 40