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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
UCFA
376
United Capital Financial Advisors
Texas
$3.38M -$54.3K -168 -2%
TFF
377
The Family Firm
Maryland
$3.34M +$2.26K +7 +0.1%
AI
378
Accredited Investors
Minnesota
$3.34M +$1.94K +6 +0.1%
HIS
379
Horizon Investment Services
Indiana
$3.3M -$338K -1,044 -9%
DWM
380
Dakota Wealth Management
Florida
$3.29M +$51.1K +158 +1%
SHGA
381
Sand Hill Global Advisors
California
$3.27M -$25.5K -79 -0.7%
PGFC
382
Peapack-Gladstone Financial Corp
New Jersey
$3.23M
URS
383
Utah Retirement Systems
Utah
$3.19M -$10.9M -33,700 -76%
CCA
384
Checchi Capital Advisers
California
$3.18M +$137K +423 +4%
TAM
385
Tocqueville Asset Management
New York
$3.14M +$218K +675 +7%
OP
386
ORG Partners
Indiana
$3.14M -$14.6K -45 -0.4%
LSA
387
Lansing Street Advisors
Pennsylvania
$3.13M +$8.73K +27 +0.3%
AF
388
Apexium Financial
Texas
$3.13M
FMWA
389
Forvis Mazars Wealth Advisors
Missouri
$3.12M -$30.7K -95 -0.9%
Vanguard Group
390
Vanguard Group
Pennsylvania
$3.11M +$49.8K +154 +2%
VFA
391
Valeo Financial Advisors
Indiana
$3.1M -$1.32M -4,072 -29%
HTC
392
Haverford Trust Company
Pennsylvania
$3.08M -$64.3K -199 -2%
CWM
393
Cranbrook Wealth Management
Michigan
$3.06M +$1.94K +6 +0.1%
EK
394
Evensky & Katz
Florida
$3.05M -$108K -335 -3%
FWTB
395
First Western Trust Bank
Colorado
$3.05M -$1.29K -4 -0%
Lazard Asset Management
396
Lazard Asset Management
New York
$3.04M -$7.83M -24,219 -71%
GCM
397
G2 Capital Management
Ohio
$3.01M -$33.6K -104 -1%
MCCA
398
Mill Creek Capital Advisors
Pennsylvania
$3M -$422K -1,306 -12%
WAM
399
WealthTrust Asset Management
Florida
$2.98M +$837K +2,589 +36%
DT
400
Diversified Trust
Tennessee
$2.93M

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.