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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 %
CT
1101
Clearstead Trust
Maine
$901 4 – –
FGAM
1102
Financial Gravity Asset Management
Texas
$27 112 -225 -67%
SPP
1103
Single Point Partners
Massachusetts
– – -144,377 Closed
GMA
1104
Glassy Mountain Advisors
Maryland
– – -42,556 Closed
GB
1105
Gunma Bank
Japan
– – -29,000 Closed
FTUS
1106
Flow Traders U.S.
New York
– – -24,640 Closed
Barclays
1107
Barclays
United Kingdom
– – -19,759 Closed
SIA
1108
Strategic Investment Advisors
Michigan
– – -18,536 Closed
GWP
1109
Gateway Wealth Partners
Wisconsin
– – -14,451 Closed
HF
1110
HRT Financial
New York
– – -12,131 Closed
LWMNY
1111
Landmark Wealth Management (New York)
New York
– – -6,229 Closed
CAC
1112
Certified Advisory Corp
Florida
– – -5,763 Closed
BWA
1113
Beam Wealth Advisors
Louisiana
– – -5,008 Closed
WC
1114
Waterloo Capital
Texas
– – -4,873 Closed
AWC
1115
Abundance Wealth Counselors
Pennsylvania
– – -3,158 Closed
OFS
1116
OneAscent Financial Services
Alabama
– – -2,176 Closed
HFRG
1117
Houlihan Financial Resource Group
Virginia
– – -2,073 Closed
SAM
1118
Silverhawk Asset Management
Arizona
– – -2,037 Closed
AWM
1119
Aprio Wealth Management
Georgia
– – -1,700 Closed
JGCM
1120
Joseph Group Capital Management
Ohio
– – -1,619 Closed
TNA
1121
True North Advisors
Texas
– – -1,523 Closed
RF
1122
Rollins Financial
Georgia
– – -1,503 Closed
SFS
1123
Sowell Financial Services
Arkansas
– – -1,267 Closed
NL
1124
NWAM LLC
Washington
– – -1,206 Closed
WI
1125
WBI Investments
New Jersey
– – -1,174 Closed
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