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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
CWA
326
Consilio Wealth Advisors
Washington
$4.44M -$26.8K -83 -0.6%
HCMT
327
Highland Capital Management (Tennessee)
Tennessee
$4.29M +$362K +1,121 +9%
VWA
328
Visionary Wealth Advisors
Illinois
$4.28M +$19.1K +59 +0.4%
PWP
329
Precedent Wealth Partners
Texas
$4.27M +$280K +867 +7%
QCM
330
QRG Capital Management
Illinois
$4.26M -$2.42M -7,487 -35%
BAAM
331
Baker Avenue Asset Management
California
$4.26M -$88.6K -274 -2%
SVWAG
332
Sound View Wealth Advisors Group
Georgia
$4.25M +$47.2K +146 +1%
LW
333
Linscomb Wealth
Texas
$4.24M -$1M -3,108 -18%
MFT
334
Moisand Fitzgerald Tamayo
Florida
$4.19M -$146K -453 -3%
LPAM
335
Lodestar Private Asset Management
California
$4.13M +$13.3K +41 +0.3%
HIA
336
Harbor Investment Advisory
Maryland
$4.12M -$36.2K -112 -0.8%
IF
337
Intrua Financial
Texas
$4.08M -$220K -679 -5%
BBHC
338
Brown Brothers Harriman & Co
New York
$4.08M +$1.54M +4,763 +56%
CPIG
339
Chicago Partners Investment Group
Illinois
$4.03M +$90.5K +280 +2%
IA
340
IFC Advisors
California
$4.01M
PFS
341
Prospera Financial Services
Texas
$3.99M +$7.76K +24 +0.2%
PBO
342
Peoples Bank (Ohio)
Ohio
$3.99M -$121K -375 -3%
AF
343
Allworth Financial
California
$3.97M -$274K -847 -6%
FCBT
344
First Citizens Bank & Trust
North Carolina
$3.97M -$2.46M -7,620 -37%
Tudor Investment Corp
345
Tudor Investment Corp
Connecticut
$3.93M -$1.11M -3,418 -21%
CGPCS
346
Capital Group Private Client Services
California
$3.91M -$199K -614 -5%
OSAM
347
O'Shaughnessy Asset Management
Connecticut
$3.89M +$338K +1,045 +9%
SB
348
Strategic Blueprint
Georgia
$3.86M +$237K +732 +6%
ERWM
349
Elk River Wealth Management
Colorado
$3.86M -$459K -1,421 -10%
AC
350
Apella Capital
Connecticut
$3.85M

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.