IWB icon

iShares Russell 1000 ETF
IWB

Overview Fund Activity

1,088 hedge funds and large institutions have $23.2B invested in iShares Russell 1000 ETF in 2023 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 259 increasing their positions, 407 reducing their positions, and 59 closing their positions.

Holders
1,088
Holders Change
-11
Holders Change %
-1%
% of All Funds
17.35%
Holding in Top 10
91
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.19%
% of All Funds
1.45%
New
58
Increased
259
Reduced
407
Closed
59
Calls
$15.3M
Puts
$1.65M
Net Calls
+$13.6M
Net Calls Change
+$140M

Top Buyers

1
PFO
1
Pathstone Family Office
New Jersey
$275M
2
Comerica Bank
2
Comerica Bank
Texas
$168M
3
TIAA Trust, National Association
3
TIAA Trust, National Association
North Carolina
$166M
4
US Bancorp
4
US Bancorp
Minnesota
$143M
5
BlackRock
5
BlackRock
New York
$1.09B

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$2.45B
2
V
2
Veritable
Delaware
$0
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$124M
4
Millennium Management
4
Millennium Management
New York
$10.7M
5
Goldman Sachs
5
Goldman Sachs
New York
$483M
Name Market Value Shares Shares
Change 		Shares
Change %
PAG
101
Private Advisor Group
New Jersey
$27.4M 116,662 +72,003 +161%
SIC
102
Sigma Investment Counselors
Michigan
$27.4M 116,623 +1,925 +2%
AFA
103
American Financial Advisors
Georgia
$27.2M 115,700 +10,108 +10%
FWTB
104
First Western Trust Bank
Colorado
$26.5M 112,957 +7 +0%
SC
105
Schoolcraft Capital
Colorado
$25.8M 109,719 +871 +0.8%
FMP
106
Financial Management Professionals
Texas
$25.8M 109,659 +243 +0.2%
RFA
107
RTD Financial Advisors
Pennsylvania
$25.8M 109,628 -1,879 -2%
NA
108
NewEdge Advisors
Louisiana
$25.4M 108,301 -1,567 -1%
WFAG
109
Wescott Financial Advisory Group
Pennsylvania
$25.3M 107,789 -3,120 -3%
WTC
110
WhitTier Trust Company
Nevada
$24.1M 102,540 – –
MA
111
Montag & Associates
Georgia
$24.1M 102,084 +1,056 +1%
William Blair & Company
112
William Blair & Company
Illinois
$23.6M 100,481 -1,670 -2%
IC
113
IEQ Capital
California
$23.1M 98,225 -2,586 -3%
GW
114
GW & Wade
Massachusetts
$22.5M 95,811 +9,439 +11%
FWIA
115
Fort Washington Investment Advisors
Ohio
$22.1M 94,131 -1,296 -1%
TWP
116
TFO Wealth Partners
Ohio
$22M 90,158 – –
WT
117
Whittier Trust
California
$21.8M 92,967 -337 -0.4%
Rockefeller Capital Management
118
Rockefeller Capital Management
New York
$21.7M 92,568 +23,289 +34%
Cetera Investment Advisers
119
Cetera Investment Advisers
Illinois
$21.5M 91,598 +11,034 +14%
BSW
120
Buckingham Strategic Wealth
Missouri
$21.4M 91,160 +200 +0.2%
CA
121
Clearstead Advisors
Ohio
$21.1M 89,962 +44,981 +100%
PIM
122
Parker Investment Management
California
$20.7M 87,954 – –
KAS
123
Kestra Advisory Services
Texas
$20M 84,970 +4,921 +6%
OCG
124
Opus Capital Group
Ohio
$19.7M 83,742 -125 -0.1%
AWM
125
Act Wealth Management
Texas
$19M 80,929 -4,833 -6%
3 4
5
6 7