IWB icon

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.

Holders
1,058
Holders Change
-14
Holders Change %
-1.31%
% of All Funds
16.94%
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 Market Value Shares Shares
Change 		Shares
Change %
RFA
101
RTD Financial Advisors
Pennsylvania
$25.4M 112,933 -107 -0.1%
CI
102
Chartist Inc
California
$25.4M 122,183 +122,183 New
WFAG
103
Wescott Financial Advisory Group
Pennsylvania
$25.1M 111,229 -1,955 -2%
FMP
104
Financial Management Professionals
Texas
$25M 111,042 -32,870 -23%
SC
105
Schoolcraft Capital
Colorado
$24.6M 109,443 +716 +0.7%
BPA
106
Beacon Pointe Advisors
California
$24.6M 109,369 -3,054 -3%
William Blair & Company
107
William Blair & Company
Illinois
$23.2M 103,169 +1,281 +1%
WTC
108
WhitTier Trust Company
Nevada
$23.1M 102,540 +405 +0.4%
MA
109
Montag & Associates
Georgia
$22.7M 100,978 -4,410 -4%
UFA
110
US Financial Advisors
Massachusetts
$21M 93,171 -24,530 -21%
WT
111
Whittier Trust
California
$20.8M 92,507 -6,535 -7%
TWP
112
TFO Wealth Partners
Ohio
$20.3M 90,158 +69,179 +330%
IC
113
IEQ Capital
California
$19.9M 88,207 +968 +1%
PIM
114
Parker Investment Management
California
$19.8M 87,954 -520 -0.6%
AWM
115
Act Wealth Management
Texas
$19.8M 87,795 +4,690 +6%
GW
116
GW & Wade
Massachusetts
$19.2M 85,444 +3,094 +4%
BSW
117
Buckingham Strategic Wealth
Missouri
$19M 90,290 – –
OCG
118
Opus Capital Group
Ohio
$18.9M 83,867 -874 -1%
BCM
119
BTC Capital Management
Iowa
$18.8M 82,179 +5,836 +8%
KOC
120
Koss-Olinger Consulting
Florida
$18.4M 81,791 -2,055 -2%
KAS
121
Kestra Advisory Services
Texas
$18.3M 81,386 -54,473 -40%
JFGIW
122
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$18.1M 80,194 -27,515 -26%
XF
123
XML Financial
Maryland
$18M 80,071 +946 +1%
LNWTC
124
Laird Norton Wetherby Trust Company
Washington
$17.8M 78,939 -645 -0.8%
Cetera Investment Advisers
125
Cetera Investment Advisers
Illinois
$17.7M 78,596 -10,799 -12%
3 4
5
6 7