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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 %
RDWM
1076
Red Door Wealth Management
Tennessee
– -$1.28M -6,096 Closed
AI
1077
Atria Investments
North Carolina
– -$1.21M -5,727 Closed
SI
1078
Scharf Investments
California
– -$1.17M -5,581 Closed
COI
1079
Connable Office Inc
Michigan
– -$949K -4,507 Closed
CF
1080
Clarity Financial
Texas
– -$883K -4,193 Closed
IAIM
1081
International Assets Investment Management
Florida
– -$815K -3,870 Closed
TCWM
1082
Total Clarity Wealth Management
Illinois
– -$776K -3,685 Closed
9WM
1083
9258 Wealth Management
Ohio
– -$740K -3,516 Closed
LFA
1084
LGT Financial Advisors
Texas
– -$699K -3,318 Closed
AF
1085
Affiance Financial
Minnesota
– -$672K -3,192 Closed
EFG
1086
Everhart Financial Group
Ohio
– -$639K -3,036 Closed
GGS
1087
Galvin Gaustad & Stein
Arizona
– -$620K -2,943 Closed
SSWM
1088
Smith Salley Wealth Management
North Carolina
– -$612K -2,909 Closed
HCM
1089
HMS Capital Management
Tennessee
– -$597K -2,835 Closed
OWA
1090
Opal Wealth Advisors
New York
– -$537K -2,551 Closed
NA
1091
Nottingham Advisors
New York
– -$527K -2,503 Closed
RG
1092
Rathbones Group
United Kingdom
– -$489K -2,323 Closed
NLP
1093
Next Level Private
New York
– -$469K -2,195 Closed
MAM
1094
Madison Asset Management
Wisconsin
– -$424K -2,015 Closed
FPCG
1095
Fort Pitt Capital Group
Pennsylvania
– -$404K -1,917 Closed
WIA
1096
World Investment Advisors
California
– -$397K -1,888 Closed
AAM
1097
AMI Asset Management
California
– -$370K -1,756 Closed
PCS
1098
Personal CFO Solutions
New Jersey
– -$364K -1,727 Closed
TWM
1099
Thrive Wealth Management
Pennsylvania
– -$357K -1,696 Closed
SCI
1100
Stableford Capital II
Arizona
– -$362K -1,694 Closed
42 43
44
45 46