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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
GC
251
Garde Capital
Washington
$7.71M -$17.8K -55 -0.2%
HI
252
Humankind Investments
New York
$7.69M
AIA
253
Arcadia Investment Advisors
Idaho
$7.65M -$25.9K -80 -0.3%
TF
254
Tudor Financial
Ohio
$7.64M -$8.73K -27 -0.1%
LGWM
255
Litman Gregory Wealth Management
California
$7.62M -$124K -383 -2%
CIC
256
Chilton Investment Company
Connecticut
$7.53M
EWA
257
EP Wealth Advisors
California
$7.51M -$9.7K -30 -0.1%
MCM
258
MV Capital Management
Maryland
$7.45M -$649K -2,007 -8%
FPCP
259
Fort Point Capital Partners
California
$7.43M -$317K -981 -4%
TCWA
260
Turtle Creek Wealth Advisors
Texas
$7.35M -$11.5M -35,637 -60%
Luther King Capital Management (LKCM)
261
Luther King Capital Management (LKCM)
Texas
$7.13M
LNWTC
262
Laird Norton Wetherby Trust Company
Washington
$6.96M -$3.92M -12,117 -35%
Natixis Advisors
263
Natixis Advisors
Massachusetts
$6.87M +$368K +1,137 +5%
KA
264
Klingman & Associates
New York
$6.76M
AAM
265
Ackerman Asset Management
Maryland
$6.74M +$7.1M +21,958 New
BFG
266
Bleakley Financial Group
New Jersey
$6.65M -$253K -781 -3%
USWIA
267
UP Strategic Wealth Investment Advisors
Pennsylvania
$6.6M
RZH
268
Relyea Zuckerberg Hanson
Connecticut
$6.57M -$21.7K -67 -0.3%
BIM
269
Bridges Investment Management
Nebraska
$6.5M -$89.2K -276 -1%
Financial Engines Advisors
270
Financial Engines Advisors
California
$6.5M -$103K -319 -1%
SA
271
Sanctuary Advisors
Indiana
$6.37M +$545K +1,684 +9%
AC
272
Avestar Capital
New York
$6.37M -$646K -1,999 -9%
MG
273
Mather Group
Illinois
$6.32M -$19.7K -61 -0.3%
Citigroup
274
Citigroup
New York
$6.23M +$852K +2,635 +15%
MCM
275
Monument Capital Management
Virginia
$6.18M +$6.51M +20,142 New

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.