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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
17.34%
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 %
KFS
1026
Kelly Financial Services
Massachusetts
$64.1K 263 +205 +353%
MCA
1027
Maryland Capital Advisors
Maryland
$63.6K 261 – –
HFS
1028
Hantz Financial Services
Michigan
$63K 260 – –
HWA
1029
HHM Wealth Advisors
Tennessee
$62.9K 258 – –
RDFA
1030
Ritter Daniher Financial Advisory
Ohio
$62.6K 257 – –
WWP
1031
WR Wealth Planners
Missouri
$62.3K 255 +149 +141%
NIC
1032
Northwest Investment Counselors
Oregon
$60.9K 250 – –
AIM
1033
Anchor Investment Management
South Carolina
$60.2K 247 – –
TCM
1034
Tanaka Capital Management
New York
$57K 235 – –
FA
1035
Fiduciary Alliance
South Carolina
$56.4K 231 +231 New
FA
1036
Faithward Advisors
Pennsylvania
$55.6K 227 -100 -31%
SWM
1037
Sugarloaf Wealth Management
Georgia
$54.1K 222 – –
CAL
1038
Capital Analysts LLC
Pennsylvania
$53K 217 +1 +0.5%
JWM
1039
Janiczek Wealth Management
Colorado
$51.2K 210 – –
CCP
1040
Clarkston Capital Partners
Michigan
$49.7K 204 +204 New
GFPC
1041
Global Financial Private Client
Florida
$49K 201 – –
HR
1042
Howe & Rusling
New York
$46.3K 190 – –
VNA
1043
Valley National Advisers
Pennsylvania
$46K 186 – –
AAP
1044
Arax Advisory Partners
Colorado
$45.4K 186 -57 -23%
CCM
1045
Chilton Capital Management
Texas
$45.1K 185 – –
KHC
1046
Koesten Hirschmann & Crabtree
Kansas
$43.1K 177 – –
SFC
1047
SYM Financial Corp
Indiana
$43.1K 177 +1 +0.6%
BWA
1048
BDO Wealth Advisors
Florida
$42.8K 175 – –
CFGS
1049
Concourse Financial Group Securities
Alabama
$42.7K 175 – –
HWM
1050
Horizons Wealth Management
North Carolina
$41.4K 170 – –
40 41
42
43 44