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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
16.93%
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 %
TF
176
TimeScale Financial
Massachusetts
$9.83M +$8.55M +37,975 +672%
NEPWA
177
New England Private Wealth Advisors
Massachusetts
$9.8M +$31.1K +138 +0.3%
MGIA
178
Moneta Group Investment Advisors
Missouri
$9.7M +$1.79M +7,926 +23%
OFG
179
Oxford Financial Group
Indiana
$9.67M +$3.71M +16,481 +62%
Bessemer Group
180
Bessemer Group
New Jersey
$9.66M +$265K +1,175 +3%
LI
181
Latigo Investments
Florida
$9.58M – – –
GMA
182
Glassy Mountain Advisors
Maryland
$9.58M +$9.58M +42,556 New
FS
183
Ferguson Shapiro
Georgia
$9.57M +$134K +596 +1%
DT
184
Daniels + Tansey
Delaware
$9.53M -$427K -1,898 -4%
Thrivent Financial for Lutherans
185
Thrivent Financial for Lutherans
Minnesota
$9.51M +$2.53M +11,329 +36%
BPWM
186
Badgley Phelps Wealth Managers
Washington
$9.49M -$470K -2,086 -5%
BFA
187
Brown Financial Advisory
Alabama
$9.49M -$214K -950 -2%
CAM
188
Campion Asset Management
Virginia
$9.43M -$94.6K -420 -1%
GT
189
Glenview Trust
Kentucky
$9.42M +$1.46M +6,464 +18%
ICG
190
InterOcean Capital Group
Tennessee
$9.41M -$33.8K -150 -0.4%
AC
191
Avestar Capital
New York
$9.4M -$31.1K -138 -0.3%
CGL
192
Clarius Group LLC
Washington
$8.87M – – –
BFS
193
Bradley Foster & Sargent
Connecticut
$8.86M -$32.9K -146 -0.4%
JIP
194
Jaffetilchin Investment Partners
Florida
$8.78M +$30.2K +134 +0.3%
CWM
195
Campbell Wealth Management
Virginia
$8.72M +$93K +413 +1%
SWP
196
Stratos Wealth Partners
Ohio
$8.6M -$506K -2,248 -6%
JSW
197
Journey Strategic Wealth
New Jersey
$8.31M +$107K +474 +1%
Wealthfront Advisers
198
Wealthfront Advisers
California
$8.2M +$419K +1,862 +5%
JF
199
Jump Financial
Illinois
$8.01M +$8.01M +35,558 New
KAH
200
Kathryn A. Hall
$7.95M – – –
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