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iShares Russell 1000 ETF
IWB

Overview Fund Activity

1,330 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, 407 increasing their positions, 446 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,330
Holders Change
-16
Holders Change %
-1.19%
% of All Funds
18.06%
Holding in Top 10
94
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-12.15%
% of All Funds
1.28%
New
89
Increased
407
Reduced
446
Closed
75
Calls
$19.8M
Puts
$47.7M
Net Calls
-$27.9M
Net Calls Change
+$31.9M

Top Buyers

1
Jones Financial Companies
Jones Financial Companies
Missouri
+$153M
2
BlackRock
BlackRock
New York
+$140M
3
AC
Allstate Corporation
Illinois
+$105M
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$76.5M
5
IC
IEQ Capital
California
+$74.6M

Top Sellers

1
Millennium Management
Millennium Management
New York
-$731M
2
HHGA
Halbert Hargrove Global Advisors
California
-$151M
3
CI
Constellation Investments
Ohio
-$142M
4
SMFG
Sumitomo Mitsui Financial Group
Japan
-$129M
5
M&T Bank
M&T Bank
New York
-$83.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWANC
401
Guardian Wealth Advisors (North Carolina)
North Carolina
$2.85M -$920 -3 -0%
BFG
402
Beacon Financial Group
Texas
$2.85M +$257K +838 +10%
JWM
403
JFG Wealth Management
Colorado
$2.81M -$198K -646 -7%
GCA
404
Genesee Capital Advisors
New York
$2.81M +$230K +749 +9%
Chevy Chase Trust
405
Chevy Chase Trust
Maryland
$2.79M -$92K -300 -3%
AA
406
Ashford Advisors
New York
$2.79M +$2.79M +9,105 New
WCF
407
West Coast Financial
California
$2.79M – – –
MSS
408
Mitchell Sinkler & Starr
Pennsylvania
$2.76M +$218K +710 +9%
RWMH
409
Riverpoint Wealth Management Holdings
Illinois
$2.75M +$7.67K +25 +0.3%
SFS
410
Security Financial Services
Indiana
$2.73M -$20.6K -67 -0.7%
GIA
411
GHP Investment Advisors
Colorado
$2.72M -$202K -660 -7%
WA
412
Wealth Architects
California
$2.68M +$1.72M +5,610 +180%
HHRDM
413
H&H Retirement Design & Management
Nevada
$2.66M +$16.9K +60 +0.6%
ST
414
Sabal Trust
Florida
$2.64M – – –
KFP
415
KMG Fiduciary Partners
Ohio
$2.62M -$43.2K -141 -2%
BFM
416
Broadview Financial Management
Wisconsin
$2.55M -$3.07K -10 -0.1%
CG
417
Corundum Group
Colorado
$2.55M -$2.31M -7,547 -48%
CA
418
Cornerstone Advisory
Maryland
$2.54M +$359K +1,168 +16%
JWBC
419
John W. Brooker & Co
California
$2.54M – – –
CAG
420
Crestwood Advisors Group
Massachusetts
$2.54M +$275K +897 +12%
NFG
421
Nadler Financial Group
Illinois
$2.53M -$123K -400 -5%
BMC
422
Bear Mountain Capital
Washington
$2.52M – – –
HWA
423
Hillcrest Wealth Advisors
New Jersey
$2.51M – – –
IA
424
IFP Advisors
Florida
$2.51M -$121K -395 -5%
WF
425
Welch & Forbes
Massachusetts
$2.5M -$58.3K -190 -2%
15 16
17
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