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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
WPW
301
Waldron Private Wealth
Pennsylvania
$5.02M -$152K -471 -3%
ATPW
302
Ashton Thomas Private Wealth
Arizona
$5M +$1.93M +5,980 +58%
HHGA
303
Halbert Hargrove Global Advisors
California
$4.96M -$159M -492,301 -97%
DWM
304
Destination Wealth Management
California
$4.95M -$236K -731 -4%
ASN
305
Advisory Services Network
Georgia
$4.91M +$11K +34 +0.2%
ST
306
Sageworth Trust
Pennsylvania
$4.86M
SCA
307
St. Clair Advisors
Ohio
$4.85M +$306K +945 +6%
TDWM
308
Topel & Distasi Wealth Management
California
$4.84M -$572K -1,768 -10%
BCG
309
Breakwater Capital Group
New Jersey
$4.84M +$231K +713 +5%
EWM
310
Evercore Wealth Management
New York
$4.78M -$19.4K -60 -0.4%
ACM
311
Aspen Capital Management
Idaho
$4.76M +$5.02M +15,523 New
ONB
312
Old National Bancorp
Indiana
$4.74M
FFB
313
First Financial Bankshares
Texas
$4.74M
TCB
314
Texas Capital Bancshares
Texas
$4.72M -$97.3K -301 -2%
RCAG
315
Rehmann Capital Advisory Group
Michigan
$4.69M +$1.67M +5,151 +51%
SIA
316
Strategic Investment Advisors
Michigan
$4.68M -$153K -474 -3%
SCTC
317
Sanibel Captiva Trust Company
Florida
$4.68M
PFA
318
Pure Financial Advisors
California
$4.64M -$639K -1,975 -12%
LTL
319
Lowery Thomas LLC
California
$4.59M +$12K +37 +0.2%
TIAAOA
320
Teachers Insurance & Annuity Association of America
New York
$4.59M
PAWA
321
Palo Alto Wealth Advisors
California
$4.52M -$83.1K -257 -2%
SFA
322
Seneca Financial Advisors
New York
$4.51M -$15.5K -48 -0.3%
AFG
323
Atomi Financial Group
New York
$4.5M +$374K +1,156 +9%
GVAG
324
Great Valley Advisor Group
Delaware
$4.48M -$760K -2,351 -14%
NRG
325
Nemes Rush Group
Michigan
$4.46M +$700K +2,165 +18%

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.