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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 %
SWP
201
Summit Wealth Partners
Florida
$7.89M -$48.9K -217 -0.6%
ACM
202
Advance Capital Management
Michigan
$7.86M +$1.22M +5,434 +18%
HSA
203
HBK Sorce Advisory
Pennsylvania
$7.8M -$7.43M -33,006 -49%
OFG
204
Omega Financial Group
California
$7.8M -$19.1K -85 -0.2%
EWA
205
EP Wealth Advisors
California
$7.67M +$6.6M +103,260 +614%
TA
206
Tiedemann Advisors
New York
$7.67M -$320K -1,423 -4%
HC
207
Hamilton Capital
Ohio
$7.65M -$80.6K -358 -1%
SSB
208
Sandy Spring Bank
Maryland
$7.53M -$3.83K -17 -0.1%
QCG
209
Quadrant Capital Group
Ohio
$7.47M -$623K -2,768 -8%
Prudential Financial
210
Prudential Financial
New Jersey
$7.43M +$54.7K +243 +0.7%
SFG
211
StrategIQ Financial Group
Indiana
$7.21M -$2.76M -12,272 -28%
FPCP
212
Fort Point Capital Partners
California
$7.19M +$257K +1,140 +4%
SWM
213
Spire Wealth Management
Virginia
$7.18M -$3.78M -16,782 -34%
PFBT
214
Parkside Financial Bank & Trust
Missouri
$7.13M -$31.3K -139 -0.4%
STA
215
Summit Trail Advisors
New York
$7.11M -$328K -1,456 -4%
IC
216
Iconiq Capital
California
$7.11M – – –
SWA
217
Sutton Wealth Advisors
Florida
$7.08M -$141K -626 -2%
Neuberger Berman Group
218
Neuberger Berman Group
New York
$6.98M -$3.36M -14,917 -32%
TPCW
219
TD Private Client Wealth
New York
$6.88M -$15.6M -69,292 -69%
NC
220
NewSquare Capital
Pennsylvania
$6.73M -$132K -587 -2%
Susquehanna International Group
221
Susquehanna International Group
Pennsylvania
$6.71M -$585K -2,598 -8%
FCM
222
Firestone Capital Management
Florida
$6.69M -$38.5K -171 -0.6%
CG
223
Caprock Group
Idaho
$6.63M +$450 +2 +0%
FC
224
Fiduciary Counselling
Minnesota
$6.62M – – –
GB
225
Gunma Bank
Japan
$6.53M +$3.15M +14,000 +93%
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