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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 %
SVCP
951
Silicon Valley Capital Partners
California
$145K +$451 +2 +0.3%
PPWM
952
PFG Private Wealth Management
Florida
$145K – – –
NG
953
NWK Group
California
$144K – – –
CSB
954
City State Bank
Iowa
$136K -$11.2K -50 -8%
BCM
955
Blume Capital Management
California
$133K – – –
RFG
956
RFP Financial Group
Georgia
$132K -$10.6K -47 -7%
FCG
957
Financial Connections Group
California
$131K – – –
LC
958
Lindbrook Capital
California
$130K – – –
AIM
959
Arcadia Investment Management
Michigan
$129K -$39.4K -175 -23%
MRCM
960
M&R Capital Management
New Jersey
$129K – – –
LCM
961
Logan Capital Management
Pennsylvania
$124K – – –
CMA
962
Cedar Mountain Advisors
Oregon
$123K – – –
FCMT
963
Founders Capital Management (Texas)
Texas
$119K +$119K +528 New
POIA
964
Pin Oak Investment Advisors
Texas
$118K – – –
AWM
965
Abound Wealth Management
Tennessee
$117K +$450 +2 +0.4%
TCA
966
Trifecta Capital Advisors
Illinois
$113K – – –
GWM
967
Geneos Wealth Management
Colorado
$112K -$7.21K -32 -6%
EWA
968
EverSource Wealth Advisors
Alabama
$111K +$33.3K +148 +43%
IGWM
969
ICA Group Wealth Management
Colorado
$108K – – –
CSPIA
970
Cary Street Partners Investment Advisory
Virginia
$107K – – –
SC
971
SouthState Corp
Florida
$100K – – –
BSWA
972
Bromfield Sneider Wealth Advisors
Massachusetts
$98.3K +$98.3K +437 New
WIM
973
Westside Investment Management
California
$96.8K – – –
AA
974
AlphaMark Advisors
Kentucky
$96K – – –
EWM
975
Evermay Wealth Management
Virginia
$84.5K – – –
37 38
39
40 41