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iShares Russell 1000 ETF
IWB

Overview Fund Activity

1,088 hedge funds and large institutions have $23.2B invested in iShares Russell 1000 ETF in 2023 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 259 increasing their positions, 407 reducing their positions, and 59 closing their positions.

Holders
1,088
Holders Change
-11
Holders Change %
-1%
% of All Funds
17.35%
Holding in Top 10
91
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.19%
% of All Funds
1.45%
New
58
Increased
259
Reduced
407
Closed
59
Calls
$15.3M
Puts
$1.65M
Net Calls
+$13.6M
Net Calls Change
+$140M

Top Buyers

1
PFO
1
Pathstone Family Office
New Jersey
$275M
2
Comerica Bank
2
Comerica Bank
Texas
$168M
3
TIAA Trust, National Association
3
TIAA Trust, National Association
North Carolina
$166M
4
US Bancorp
4
US Bancorp
Minnesota
$143M
5
BlackRock
5
BlackRock
New York
$1.09B

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$2.45B
2
V
2
Veritable
Delaware
$0
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$124M
4
Millennium Management
4
Millennium Management
New York
$10.7M
5
Goldman Sachs
5
Goldman Sachs
New York
$483M
Name Market Value Shares Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$2.45B 10,418,745 -1,399,287 -12%
Jones Financial Companies
2
Jones Financial Companies
Missouri
$1.92B 8,152,563 +159,730 +2%
BlackRock
3
BlackRock
New York
$1.09B 4,649,132 +386,045 +9%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$1.03B 4,365,850 -294,179 -6%
Bank of America
5
Bank of America
North Carolina
$814M 3,465,656 -3,310 -0.1%
M&T Bank
6
M&T Bank
New York
$687M 2,923,123 +49,597 +2%
Northern Trust
7
Northern Trust
Illinois
$660M 2,811,172 -125,621 -4%
PNC Financial Services Group
8
PNC Financial Services Group
Pennsylvania
$612M 2,603,145 -91,503 -3%
Morgan Stanley
9
Morgan Stanley
New York
$558M 2,373,629 -13,988 -0.6%
LPL Financial
10
LPL Financial
California
$529M 2,249,921 +38,800 +2%
Goldman Sachs
11
Goldman Sachs
New York
$483M 2,056,162 -295,433 -13%
CCA
12
Catalyst Capital Advisors
New York
$382M 1,627,918 -75,072 -4%
MRC
13
Millburn Ridgefield Corp
New York
$382M 1,627,918 -75,072 -4%
Wells Fargo
14
Wells Fargo
California
$328M 1,396,613 +12,596 +0.9%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$302M 1,284,687 -27,926 -2%
NMIFOAC
16
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$283M 1,203,000 -287,000 -19%
JIC
17
Johnson Investment Counsel
Ohio
$282M 1,200,365 +6,945 +0.6%
BF
18
BOK Financial
Oklahoma
$281M 1,226,386 -35,488 -3%
PFO
19
Pathstone Family Office
New Jersey
$275M 1,170,028 +1,119,893 +2,234%
DLIC
20
Daido Life Insurance Company
Japan
$266M 1,130,398 – –
JPMPWA
21
J.P. Morgan Private Wealth Advisors
California
$257M 1,094,237 -125,943 -10%
UBS Group
22
UBS Group
Switzerland
$251M 1,068,549 +102,850 +11%
Mercer Global Advisors
23
Mercer Global Advisors
Colorado
$196M 832,971 -43,457 -5%
CAPTRUST Financial Advisors
24
CAPTRUST Financial Advisors
North Carolina
$193M 821,719 +14,121 +2%
LWMT
25
Legacy Wealth Management (Tennessee)
Tennessee
$189M 803,398 -6,869 -0.8%
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