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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
1
Envestnet Asset Management
Illinois
$912M
2
Goldman Sachs
2
Goldman Sachs
New York
$567M
3
Cerity Partners
3
Cerity Partners
New York
$164M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$241M
5
HHGA
5
Halbert Hargrove Global Advisors
California
$108M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$785M
2
BlackRock
2
BlackRock
New York
$1.08B
3
CCA
3
Column Capital Advisors
Indiana
$45.5M
4
HSBC Holdings
4
HSBC Holdings
United Kingdom
$97.9M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$310M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCWA
1051
Ten Capital Wealth Advisors
Washington
$8.33K +$8.33K +37 New
AIA
1052
Angeles Investment Advisors
California
$7.21K – – –
SC
1053
Steph & Co
Wisconsin
$6.76K – – –
MHR
1054
Matthew Hamilton Rosenberg
$5.86K – – –
PSB
1055
Piscataqua Savings Bank
New Hampshire
$5.63K – – –
BC
1056
Barrett & Company
Rhode Island
$3.83K +$3.83K +17 New
NFSG
1057
Newbridge Financial Services Group
Florida
$3.67K – – –
LOIP
1058
Live Oak Investment Partners
Texas
$2.48K -$2.32K – –
HCP
1059
Hexagon Capital Partners
Arkansas
$2.25K – – –
FGAM
1060
Financial Gravity Asset Management
Texas
$976 +$976 +337 New
CT
1061
Clearstead Trust
Maine
$901 -$733K -3,253 -100%
WC
1062
Wealth CMT
New Jersey
– -$50.4M -239,445 Closed
Jane Street
1063
Jane Street
New York
– -$41.5M -197,255 Closed
GLLW
1064
Graves Light Lenhart Wealth
Virginia
– -$9M -42,749 Closed
MPPLM
1065
Midwest Professional Planners Ltd (MPPL)
Wisconsin
– -$7.79M -37,019 Closed
Wellington Management Group
1066
Wellington Management Group
Massachusetts
– -$6.37M -30,254 Closed
CG
1067
CFO4Life Group
Texas
– -$6.13M -29,128 Closed
CWA
1068
CM Wealth Advisors
Ohio
– -$5.8M -27,537 Closed
LGWM
1069
Litman Gregory Wealth Management
California
– -$5.64M -26,770 Closed
JWM
1070
Jackson Wealth Management
Florida
– -$4.01M -19,043 Closed
PAS
1071
Park Avenue Securities
New York
– -$3.85M -18,283 Closed
SCA
1072
Snowden Capital Advisors
New York
– -$2.37M -11,263 Closed
FNBOO
1073
First National Bank of Omaha
Nebraska
– -$1.54M -7,306 Closed
Calamos Advisors
1074
Calamos Advisors
Illinois
– -$1.4M -6,641 Closed
MPW
1075
MA Private Wealth
California
– -$1.33M -6,299 Closed
41 42
43
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