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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
HWA
426
Hillcrest Wealth Advisors
New Jersey
$2.51M
IA
427
IFP Advisors
Florida
$2.51M -$128K -395 -5%
WF
428
Welch & Forbes
Massachusetts
$2.5M -$61.4K -190 -2%
BMCM
429
Bryn Mawr Capital Management
Pennsylvania
$2.49M -$49.5K -153 -2%
RTL
430
Red Tortoise LLC
Georgia
$2.48M +$5.82K +18 +0.2%
C
431
Certuity
Florida
$2.45M -$124K -384 -5%
Russell Investments Group
432
Russell Investments Group
United Kingdom
$2.45M +$2.32M +7,161 +878%
FCI
433
Financial Counselors Inc
Kansas
$2.43M +$1.15M +3,570 +82%
SMC
434
Smith, Moore & Co
Missouri
$2.42M -$15.5K -48 -0.6%
CAAM
435
Cornerstone Advisors Asset Management
Pennsylvania
$2.42M -$12.3K -38 -0.5%
FWCM
436
Ferguson Wellman Capital Management
Oregon
$2.41M -$61.4K -190 -2%
KA
437
Kovack Advisors
Florida
$2.41M -$28.5K -88 -1%
FFG
438
Fiduciary Financial Group
California
$2.41M
FFA
439
Farther Finance Advisors
California
$2.4M +$144K +444 +6%
TFM
440
TFC Financial Management
Massachusetts
$2.38M
Prudential Financial
441
Prudential Financial
New Jersey
$2.38M
CWM
442
Calamos Wealth Management
Illinois
$2.37M +$305K +944 +14%
JIR
443
James Investment Research
Ohio
$2.34M -$97K -300 -4%
AssetMark Inc
444
AssetMark Inc
California
$2.34M +$840K +2,599 +52%
GAM
445
Gotham Asset Management
New York
$2.34M
AIM
446
Acropolis Investment Management
Missouri
$2.32M
Fiera Capital (Canada)
447
Fiera Capital (Canada)
Quebec, Canada
$2.31M
MW
448
Members Wealth
Pennsylvania
$2.31M +$1.91M +5,894 +360%
RSS
449
Rosenblum Silverman Sutton
California
$2.31M +$103K +318 +4%
GAM
450
Gemmer Asset Management
California
$2.3M -$10K -31 -0.4%

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.