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iShares Russell 1000 ETF

1,340 hedge funds and large institutions have $30B invested in iShares Russell 1000 ETF in 2025 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 410 increasing their positions, 447 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 77

0.13% less ownership

Funds ownership: 80.8%80.67% (-0.13%)

8% less repeat investments, than reductions

Existing positions increased: 410 | Existing positions reduced: 447

1% less funds holding

Funds holding: 1,3571,340 (-17)

8% less capital invested

Capital invested by funds: $32.4B → $30B (-$2.44B)

12% less funds holding in top 10

Funds holding in top 10: 10895 (-13)

59% less call options, than puts

Call options by funds: $19.8M | Put options by funds: $47.7M

Holders
1,340
Holders Change
-17
Holders Change %
-1.25%
% of All Funds
17.96%
Holding in Top 10
95
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-12.04%
% of All Funds
1.27%
New
89
Increased
410
Reduced
447
Closed
77
Calls
$19.8M
Puts
$47.7M
Net Calls
-$27.9M
Net Calls Change
+$31.9M
Name Holding Trade Value Shares
Change
Change in
Stake
BFA
226
Brown Financial Advisory
Alabama
$9.05M -$800K -2,475 -8%
SWM
227
Spire Wealth Management
Virginia
$8.99M -$2.06M -6,376 -18%
NSIM
228
North Star Investment Management
Illinois
$8.88M +$234K +725 +3%
TCBWMS
229
Texas Capital Bank Wealth Management Services
Texas
$8.88M -$68.9K -213 -0.7%
FCM
230
Fire Capital Management
California
$8.82M +$1.46M +4,510 +19%
CG
231
Caprock Group
Idaho
$8.76M -$54.6K -169 -0.6%
SAM
232
Silvercrest Asset Management
New York
$8.73M -$323K -1,000 -3%
CWA
233
CM Wealth Advisors
Ohio
$8.65M
ACA
234
Aptus Capital Advisors
Alabama
$8.59M -$718K -2,221 -7%
Lido Advisors
235
Lido Advisors
California
$8.56M -$326K -1,009 -3%
PFBT
236
Parkside Financial Bank & Trust
Missouri
$8.55M -$2.26K -7 -0%
SWP
237
Summit Wealth Partners
Florida
$8.47M -$165K -511 -2%
MFG
238
Merit Financial Group
Georgia
$8.46M -$252K -778 -3%
QCG
239
Quadrant Capital Group
Ohio
$8.39M -$25.2K -78 -0.3%
Squarepoint
240
Squarepoint
New York
$8.38M +$8.83M +27,312 New
SC
241
Sepio Capital
Utah
$8.2M -$2.59K -8 -0%
SIA
242
Stegner Investment Associates
Kentucky
$8.13M +$1.62K +5 +0%
OFG
243
Omega Financial Group
California
$8.05M -$108K -334 -1%
CWM
244
Circle Wealth Management
New Jersey
$8.04M -$388K -1,200 -4%
AWE
245
Avidian Wealth Enterprises
Texas
$8.02M +$67.9K +210 +0.8%
CS
246
Cannell & Spears
New York
$7.97M
EWM
247
Empirical Wealth Management
Washington
$7.85M +$6.3M +19,477 +318%
ITIM
248
Indiana Trust & Investment Management
Indiana
$7.85M
RWML
249
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$7.84M
IAN
250
Integrated Advisors Network
Texas
$7.83M +$702K +2,171 +9%

IWB Hedge Fund Activity: Q1 2025 in Review

1,340 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 ETF (IWB) for Q1 2025, worth a combined $30B — down 7.5% from $32.4B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new IWB positions and 77 closed out — a net gain of 12 holders — while 410 added to existing stakes and 447 trimmed.

The largest buyer was Jones Financial Companies, adding an estimated $162M. The largest seller was Millennium Management, cutting an estimated $770M.

  • 1,340 institutional investors held iShares Russell 1000 ETF (IWB) as of Q1 2025, down from 1,357 in Q4 2024.
  • Funds reported $30B of iShares Russell 1000 ETF stock for Q1 2025, down 7.5% quarter-over-quarter.
  • 89 funds opened new iShares Russell 1000 ETF positions in Q1 2025 and 77 closed out, a net change of +12 holders.
  • The largest iShares Russell 1000 ETF buyer in Q1 2025 was Jones Financial Companies, an estimated $162M added.
  • The largest iShares Russell 1000 ETF seller in Q1 2025 was Millennium Management, an estimated $770M sold.

Based on aggregated 13F filings for Q1 2025.