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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 %
LWP
976
Lumature Wealth Partners
Georgia
$84.2K – – –
KFP
977
KB Financial Partners
New Jersey
$80K -$2.2M -9,696 -96%
BBHC
978
Brown Brothers Harriman & Co
New York
$78.2K -$92.1K -409 -54%
GIA
979
Goodwin Investment Advisory
Georgia
$77.3K -$6.08K -27 -7%
FA
980
Faithward Advisors
Pennsylvania
$73.9K – – –
PAG
981
Paladin Advisory Group
Iowa
$69.4K +$69.4K +308 New
BCMLT
982
Beacon Capital Management LLC (Tennessee)
Tennessee
$69.1K – – –
MIA
983
Milestone Investment Advisors
Wisconsin
$67.6K – – –
PCFFS
984
Pacific Center for Financial Services
California
$64.4K +$64.4K +286 New
PP
985
Pacifica Partners
Canada
$60.8K +$14.8K +66 +32%
FFA
986
Farther Finance Advisors
California
$60.6K +$8.33K +37 +16%
LTI
987
Laffer Tengler Investments
Tennessee
$59.9K – – –
HFS
988
Hantz Financial Services
Michigan
$59K +$59K +260 New
MCA
989
Maryland Capital Advisors
Maryland
$58.8K – – –
HWA
990
HHM Wealth Advisors
Tennessee
$58.1K -$11K -49 -16%
RDFA
991
Ritter Daniher Financial Advisory
Ohio
$57.9K – – –
NIC
992
Northwest Investment Counselors
Oregon
$56.3K – – –
AIM
993
Anchor Investment Management
South Carolina
$55.6K – – –
AAP
994
Arax Advisory Partners
Colorado
$54.8K +$33.1K +147 +153%
TCM
995
Tanaka Capital Management
New York
$53K – – –
SWM
996
Sugarloaf Wealth Management
Georgia
$50K – – –
CAL
997
Capital Analysts LLC
Pennsylvania
$49K – – –
JWM
998
Janiczek Wealth Management
Colorado
$47.6K -$4.76K -21 -9%
GFPC
999
Global Financial Private Client
Florida
$45.4K – – –
TWA
1000
TCI Wealth Advisors
Arizona
$45K -$9.46K -42 -17%
38 39
40
41 42