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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 %
MCM
151
MAI Capital Management
Ohio
$14.6M 59,822 +301 +0.5%
Qube Research & Technologies (QRT)
152
Qube Research & Technologies (QRT)
United Kingdom
$14.3M 90,551 +89,778 +11,614%
CF
153
Copperwynd Financial
Arizona
$14.2M 58,197 +6,354 +12%
Franklin Resources
154
Franklin Resources
California
$13.9M 56,848 +5,443 +11%
HIG
155
Heritage Investment Group
Florida
$13.3M 54,505 -365 -0.7%
Thrivent Financial for Lutherans
156
Thrivent Financial for Lutherans
Minnesota
$13.1M 54,154 +11,546 +27%
AA
157
Auxano Advisors
Washington
$13M 57,692 – –
GT
158
Glenmede Trust
Pennsylvania
$12.8M 56,750 – –
IWC
159
Integrated Wealth Concepts
Massachusetts
$12.7M 52,155 +6,694 +15%
PWM
160
Perigon Wealth Management
California
$12.7M 51,980 +25,958 +100%
AWM
161
AE Wealth Management
Kansas
$12.7M 51,915 +42,546 +454%
TIM
162
Tortoise Investment Management
New York
$12.5M 51,464 -45 -0.1%
EWM
163
Evercore Wealth Management
New York
$12.5M 51,460 -20 -0%
TCBWMS
164
Texas Capital Bank Wealth Management Services
Texas
$12.5M 51,259 -72 -0.1%
SAM
165
Silvercrest Asset Management
New York
$12.5M 51,125 -1,065 -2%
CRC
166
Curi RMB Capital
Illinois
$12.1M 49,586 +2,914 +6%
GWS
167
Glassman Wealth Services
Virginia
$12M 49,399 -1,068 -2%
BWA
168
Bordeaux Wealth Advisors
California
$12M 49,117 -280 -0.6%
PFO
169
Pathstone Family Office
New Jersey
$11.4M 50,135 -3,004 -6%
SC
170
Savant Capital
Illinois
$11.3M 46,354 +40,428 +682%
MRWM
171
ML&R Wealth Management
Texas
$11.2M 45,930 – –
RP
172
Rice Partnership
Hawaii
$11.1M 45,718 +22 +0%
MGIA
173
Moneta Group Investment Advisors
Missouri
$11.1M 45,501 +2,433 +6%
TFCP
174
Twin Focus Capital Partners
Massachusetts
$11.1M 45,441 – –
CA
175
Clearstead Advisors
Ohio
$11M 44,981 +12 +0%
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