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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 %
EP
1101
Edgestream Partners
New Jersey
– -$357K -1,694 Closed
PI
1102
Putnam Investments
Massachusetts
– -$356K -1,690 Closed
WIM
1103
WealthPlan Investment Management
Nebraska
– -$351K -1,542 Closed
FAIM
1104
Financial Advocates Investment Management
Washington
– -$309K -1,466 Closed
BCM
1105
Bayesian Capital Management
New York
– -$307K -1,459 Closed
MCC
1106
Money Concepts Capital
Florida
– -$299K -1,418 Closed
FFP
1107
FourThought Financial Partners
Florida
– -$286K -1,359 Closed
MYIA
1108
Mount Yale Investment Advisors
Colorado
– -$274K -1,303 Closed
WCM
1109
Wealthcare Capital Management
Virginia
– -$264K -1,255 Closed
CCMG
1110
Clark Capital Management Group
Pennsylvania
– -$261K -1,238 Closed
GAM
1111
Gould Asset Management
California
– -$250K -1,189 Closed
PWMG
1112
Provence Wealth Management Group
California
– -$250K -1,189 Closed
GCP
1113
Gill Capital Partners
Colorado
– -$245K -1,165 Closed
FAG
1114
Financial Advisory Group
Texas
– -$230K -1,092 Closed
MW
1115
Marcum Wealth
Ohio
– -$224K -1,066 Closed
HT
1116
Headlands Technologies
Illinois
– -$191K -906 Closed
CG
1117
Cutler Group
California
– -$168K -802 Closed
NSB
1118
Norway Savings Bank
Maine
– -$105K -500 Closed
ACP
1119
Arcus Capital Partners
Georgia
– -$87K -413 Closed
RIA
1120
Realta Investment Advisors
Delaware
– -$74.5K -354 Closed
CLOS
1121
Compagnie Lombard Odier SCmA
Switzerland
– -$62K -297 Closed
Legal & General Group
1122
Legal & General Group
United Kingdom
– -$57.9K -275 Closed
MPCL
1123
My Personal CFO LLC
Washington
– -$49.5K -235 Closed
FA
1124
Fiduciary Alliance
South Carolina
– -$48.4K -230 Closed
RFA
1125
Resurgent Financial Advisors
Georgia
– -$37.3K -177 Closed
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