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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 %
PAG
176
Private Advisor Group
New Jersey
$10.9M 44,659 -477 -1%
UCFA
177
United Capital Financial Advisors
Texas
$10.7M 43,881 -199 -0.5%
NEPWA
178
New England Private Wealth Advisors
Massachusetts
$10.6M 43,620 +98 +0.2%
JFG
179
JMG Financial Group
Illinois
$10.6M 43,485 -465 -1%
BPWM
180
Badgley Phelps Wealth Managers
Washington
$10.6M 43,394 +1,245 +3%
TF
181
TimeScale Financial
Massachusetts
$10.6M 43,393 -235 -0.5%
FS
182
Ferguson Shapiro
Georgia
$10.5M 43,200 +688 +2%
BFG
183
Bleakley Financial Group
New Jersey
$10.5M 42,966 -1,622 -4%
WANY
184
Wealthspire Advisors (New York)
New York
$10.4M 42,869 -1,867 -4%
GLLW
185
Graves Light Lenhart Wealth
Virginia
$10.4M 42,749 +42,749 New
Neuberger Berman Group
186
Neuberger Berman Group
New York
$10.4M 42,600 +11,611 +37%
SS
187
Simplicity Solutions
Minnesota
$10.4M 42,586 -2,002 -4%
LI
188
Latigo Investments
Florida
$10.4M 42,556 – –
DT
189
Daniels + Tansey
Delaware
$10.2M 42,040 -267 -0.6%
GT
190
Glenview Trust
Kentucky
$10.2M 42,027 +185 +0.4%
OFG
191
Oxford Financial Group
Indiana
$10.2M 41,977 -942 -2%
CAM
192
Campion Asset Management
Virginia
$10.2M 41,817 -52 -0.1%
ICG
193
InterOcean Capital Group
Tennessee
$10.2M 41,763 – –
BFA
194
Brown Financial Advisory
Alabama
$9.99M 40,988 -1,136 -3%
CGL
195
Clarius Group LLC
Washington
$9.6M 39,400 – –
Bessemer Group
196
Bessemer Group
New Jersey
$9.6M 39,398 -3,475 -8%
US Bancorp
197
US Bancorp
Minnesota
$9.59M 39,325 -576,485 -94%
JIP
198
Jaffetilchin Investment Partners
Florida
$9.55M 39,164 +201 +0.5%
LA
199
Legacy Advisors
Pennsylvania
$9.41M 38,624 +33,623 +672%
BFS
200
Bradley Foster & Sargent
Connecticut
$9.41M 38,596 -757 -2%
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