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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
17.34%
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 %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$2.88B 11,818,032 -179,567 -1%
Jones Financial Companies
2
Jones Financial Companies
Missouri
$1.95B 7,992,833 +214,494 +3%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$1.14B 4,660,029 -23,269,958 -83%
BlackRock
4
BlackRock
New York
$1.04B 4,263,087 -539,063 -11%
Bank of America
5
Bank of America
North Carolina
$846M 3,468,966 -14,455 -0.4%
Northern Trust
6
Northern Trust
Illinois
$716M 2,936,793 +4,540 +0.2%
M&T Bank
7
M&T Bank
New York
$700M 2,873,526 -24,372 -0.8%
PNC Financial Services Group
8
PNC Financial Services Group
Pennsylvania
$657M 2,694,648 -23,218 -0.9%
Morgan Stanley
9
Morgan Stanley
New York
$582M 2,387,617 +430,508 +22%
Goldman Sachs
10
Goldman Sachs
New York
$573M 2,351,595 -166,046 -7%
LPL Financial
11
LPL Financial
California
$539M 2,211,121 +36,131 +2%
CCA
12
Catalyst Capital Advisors
New York
$415M 1,702,990 -130,462 -7%
MRC
13
Millburn Ridgefield Corp
New York
$415M 1,702,990 -130,462 -7%
NMIFOAC
14
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$363M 1,490,000 – –
Wells Fargo
15
Wells Fargo
California
$337M 1,384,017 +58,279 +4%
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$320M 1,312,613 -62,684 -5%
JPMorgan Chase & Co
17
JPMorgan Chase & Co
New York
$317M 1,299,637 +229,279 +21%
BF
18
BOK Financial
Oklahoma
$308M 1,261,874 -6,405 -0.5%
JPMPWA
19
J.P. Morgan Private Wealth Advisors
California
$297M 1,220,180 -386,625 -24%
JIC
20
Johnson Investment Counsel
Ohio
$291M 1,193,420 +7,857 +0.7%
V
21
Veritable
Delaware
$284M 1,163,456 -12,961 -1%
DLIC
22
Daido Life Insurance Company
Japan
$276M 1,130,398 -146,244 -11%
UBS Group
23
UBS Group
Switzerland
$235M 965,699 +29,692 +3%
Mercer Global Advisors
24
Mercer Global Advisors
Colorado
$214M 876,428 +469,447 +115%
LWMT
25
Legacy Wealth Management (Tennessee)
Tennessee
$197M 810,267 -4,475 -0.5%
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