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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
16.94%
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 Holding Trade Value Shares
Change 		Shares
Change %
HIG
151
Heritage Investment Group
Florida
$12.4M -$586K -2,604 -5%
PFO
152
Pathstone Family Office
New Jersey
$12M -$6.74M -29,825 -36%
SAM
153
Silvercrest Asset Management
New York
$11.8M -$151K -670 -1%
CF
154
Copperwynd Financial
Arizona
$11.7M -$127K -566 -1%
TIM
155
Tortoise Investment Management
New York
$11.6M -$150K -667 -1%
EWM
156
Evercore Wealth Management
New York
$11.6M -$27.5K -122 -0.2%
Franklin Resources
157
Franklin Resources
California
$11.6M -$49.6K -220 -0.4%
TCBWMS
158
Texas Capital Bank Wealth Management Services
Texas
$11.6M -$845K -3,753 -7%
GWS
159
Glassman Wealth Services
Virginia
$11.4M +$3.6K +16 +0%
BWA
160
Bordeaux Wealth Advisors
California
$11.1M -$21.4K -95 -0.2%
JSL
161
JT Stratford LLC
Georgia
$10.7M +$161K +716 +2%
CRC
162
Curi RMB Capital
Illinois
$10.5M -$34K -151 -0.3%
BCI
163
Brinker Capital Investments
Pennsylvania
$10.5M -$1.27M -5,634 -11%
OPS
164
Orion Portfolio Solutions
Nebraska
$10.5M +$10.1M +45,016 +2,989%
MRWM
165
ML&R Wealth Management
Texas
$10.3M -$17.6K -78 -0.2%
RP
166
Rice Partnership
Hawaii
$10.3M -$1.4M -6,195 -12%
IWC
167
Integrated Wealth Concepts
Massachusetts
$10.2M +$610K +2,708 +6%
TFCP
168
Twin Focus Capital Partners
Massachusetts
$10.2M – – –
PAG
169
Private Advisor Group
New Jersey
$10.2M -$187K -832 -2%
CA
170
Clearstead Advisors
Ohio
$10.1M -$4.05K -18 -0%
WANY
171
Wealthspire Advisors (New York)
New York
$10.1M -$30.2K -134 -0.3%
BFG
172
Bleakley Financial Group
New Jersey
$10M -$184K -818 -2%
SS
173
Simplicity Solutions
Minnesota
$10M +$10M +44,588 New
UCFA
174
United Capital Financial Advisors
Texas
$9.93M -$668K -2,966 -6%
JFG
175
JMG Financial Group
Illinois
$9.9M -$288K -1,280 -3%
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