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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
CF
351
Corrigan Financial
Rhode Island
$3.83M -$39.4K -122 -1%
PL
352
Plancorp LLC
Missouri
$3.83M +$591K +1,829 +17%
RWP
353
RWA Wealth Partners
Massachusetts
$3.76M
HCA
354
Harbour Capital Advisors
Virginia
$3.75M -$3.23K -10 -0.1%
MHS
355
M Holdings Securities
Oregon
$3.75M -$1.53M -4,746 -28%
HH
356
Hilltop Holdings
Texas
$3.71M +$142K +440 +4%
GIA
357
Guyasuta Investment Advisors
Pennsylvania
$3.71M
FCH
358
Freestone Capital Holdings
Washington
$3.7M +$207K +639 +6%
PTC
359
Philadelphia Trust Company
Pennsylvania
$3.66M
GAG
360
GM Advisory Group
New York
$3.66M +$10.3K +32 +0.3%
FTS
361
Fifth Third Securities
Ohio
$3.65M +$634K +1,962 +20%
SFS
362
Summit Financial Strategies
Ohio
$3.64M -$273K -843 -7%
NFC
363
Northeast Financial Consultants
Connecticut
$3.64M -$9.38K -29 -0.2%
LI
364
LMCG Investments
Massachusetts
$3.6M -$5.17K -16 -0.1%
EW
365
Evoke Wealth
California
$3.6M
MCM
366
Mainstay Capital Management
Michigan
$3.56M +$100K +310 +3%
AG
367
Ascent Group
Virginia
$3.54M +$1.49M +4,615 +67%
X
368
Xponance
Pennsylvania
$3.54M -$162K -501 -4%
HA
369
HFG Advisors
Ohio
$3.49M -$135K -419 -4%
FSA
370
Financial Services Advisory
Maryland
$3.49M -$15.5M -47,821 -81%
MWC
371
MKD Wealth Coaches
Michigan
$3.46M -$26.8K -83 -0.7%
PFM
372
Phillips Financial Management
Indiana
$3.43M -$31.7K -98 -0.9%
FWIA
373
Fort Washington Investment Advisors
Ohio
$3.43M -$382K -1,181 -10%
DADC
374
D.A. Davidson & Co
Montana
$3.43M +$16.5K +51 +0.5%
PCM
375
Parsons Capital Management
Rhode Island
$3.41M +$112K +345 +3%

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.