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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
AllianceBernstein
276
AllianceBernstein
Tennessee
$6.17M +$335K +1,036 +5%
RIS
277
Retirement Income Solutions
Michigan
$6.17M -$64.3K -199 -1%
RHP
278
Royal Harbor Partners
Texas
$6.12M +$6.45M +19,958 New
EAM
279
Evanson Asset Management
California
$6.07M +$3.56K +11 +0.1%
IC
280
Iconiq Capital
California
$6.03M -$196K -605 -3%
PCWA
281
Pacific Capital Wealth Advisors
California
$5.9M
HCC
282
Hirtle Callaghan & Co
Pennsylvania
$5.79M +$124K +382 +2%
CFG
283
Citizens Financial Group
Rhode Island
$5.66M -$47.9K -148 -0.8%
PAS
284
Park Avenue Securities
New York
$5.65M +$1.57M +4,855 +36%
B
285
Bensler
Washington
$5.64M -$124K -384 -2%
SMA
286
Sage Mountain Advisors
Georgia
$5.53M -$302K -933 -5%
SIA
287
Summit Investment Advisors
Maryland
$5.52M +$172K +533 +3%
Kayne Anderson Rudnick Investment Management
288
Kayne Anderson Rudnick Investment Management
California
$5.5M -$44.3K -137 -0.8%
CAG
289
Csenge Advisory Group
Florida
$5.33M +$73.1K +226 +1%
RBC
290
Roble Belko & Company
Pennsylvania
$5.27M -$6.79K -21 -0.1%
T. Rowe Price Associates
291
T. Rowe Price Associates
Maryland
$5.26M +$198K +611 +4%
FC
292
FCA Corp
Texas
$5.26M -$286K -884 -5%
SWM
293
SigFig Wealth Management
California
$5.25M -$223K -689 -4%
AWM
294
Avior Wealth Management
Nebraska
$5.24M -$207K -641 -4%
KeyBank National Association
295
KeyBank National Association
Ohio
$5.14M -$64.3K -199 -1%
RFC
296
Regions Financial Corp
Alabama
$5.1M +$22.6K +70 +0.4%
FHA
297
First Horizon Advisors
Tennessee
$5.1M -$106K -328 -2%
ACA
298
Anchor Capital Advisors
Massachusetts
$5.06M -$85.7K -265 -2%
SWM
299
Shelton Wealth Management
Texas
$5.05M +$323 +1 +0%
SPA
300
Sentinel Pension Advisors
Massachusetts
$5.03M -$115K -356 -2%

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.