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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
17.33%
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 %
FNBT
126
FineMark National Bank & Trust
Florida
$18.5M 75,866 -2,475 -3%
AIM
127
Allen Investment Management
New York
$18.5M 75,770 -196 -0.3%
JFGIW
128
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$18.4M 75,640 -4,554 -6%
CCM
129
Coldstream Capital Management
Washington
$18.2M 74,642 -2,309 -3%
OPS
130
Orion Portfolio Solutions
Nebraska
$18.1M 46,678 +156 +0.3%
BCI
131
Brinker Capital Investments
Pennsylvania
$18.1M 46,678 +156 +0.3%
RMDI
132
R.M. Davis Inc
Maine
$18M 73,895 -2,002 -3%
PCMK
133
Paragon Capital Management (Kansas)
Kansas
$17.6M 72,194 -1,994 -3%
CWA
134
CM Wealth Advisors
Ohio
$17.3M 68,868 +68,868 New
SFA
135
Sequoia Financial Advisors
Ohio
$17.1M 70,119 +1,107 +2%
AL
136
Aspiriant LLC
California
$17M 69,777 -2,286 -3%
P
137
Pitcairn
Pennsylvania
$16.8M 68,919 +392 +0.6%
Rockefeller Capital Management
138
Rockefeller Capital Management
New York
$16.7M 69,279 +49,841 +256%
APW
139
Austin Private Wealth
Texas
$16.6M 68,029 -1,199 -2%
MWM
140
Modera Wealth Management
New Jersey
$16.5M 67,804 +3,650 +6%
HNB
141
Huntington National Bank
Ohio
– – – –
OIA
142
OneDigital Investment Advisors
Kansas
$16.4M 67,432 -365 -0.5%
CA
143
Centerpoint Advisors
Massachusetts
$16.3M 66,828 +629 +1%
TC
144
Trust Company
Kansas
$16.3M 66,758 -1,509 -2%
UB
145
UMB Bank
Missouri
$16.2M 66,397 -40 -0.1%
Luther King Capital Management (LKCM)
146
Luther King Capital Management (LKCM)
Texas
– – – –
BFM
147
Boston Financial Management
Massachusetts
$15.8M 64,741 -1,067 -2%
JSL
148
JT Stratford LLC
Georgia
$14.9M 61,292 +13,693 +29%
PO
149
Private Ocean
California
$14.9M 61,195 -53 -0.1%
CI
150
Chartist Inc
California
$14.9M 61,193 -60,990 -50%
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