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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
SCM
451
SOL Capital Management
Maryland
$2.3M +$291K +900 +14%
GFP
452
Gryphon Financial Partners
Ohio
$2.27M -$64.7K -200 -3%
Sumitomo Mitsui Trust Group
453
Sumitomo Mitsui Trust Group
Japan
$2.27M +$2.39M +7,390 New
WCP
454
Wick Capital Partners
Pennsylvania
$2.26M +$1.12M +3,449 +88%
BAMG
455
Brand Asset Management Group
Missouri
$2.26M -$8.41K -26 -0.4%
SFG
456
Sage Financial Group
Pennsylvania
$2.26M
HPM
457
Hoxton Planning & Management
West Virginia
$2.25M +$218K +674 +10%
MFS
458
McNamara Financial Services
Massachusetts
$2.24M -$45.6K -141 -2%
CWM
459
Castle Wealth Management
Florida
$2.23M
TC
460
TownSquare Capital
Utah
$2.2M +$136K +421 +6%
CWP
461
CFM Wealth Partners
Texas
$2.2M +$15.5K +48 +0.7%
JIC
462
Joel Isaacson & Co
New York
$2.19M +$1.62K +5 +0.1%
TI
463
Tidal Investments
Wisconsin
$2.19M +$2.3M +7,124 New
JWCA
464
J.W. Cole Advisors
Florida
$2.16M +$726K +2,246 +47%
SEI Investments
465
SEI Investments
Pennsylvania
$2.16M -$12.7M -39,233 -85%
MA
466
Mutual Advisors
Nebraska
$2.14M +$219K +676 +11%
SPIA
467
Steward Partners Investment Advisory
New York
$2.14M +$16.5K +51 +0.7%
ZIC
468
ZWJ Investment Counsel
Georgia
$2.14M
ATI
469
ARK & TLK Investments
Oklahoma
$2.12M +$970 +3 +0%
FWMP
470
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$2.12M
MFA
471
Mayflower Financial Advisors
Massachusetts
$2.11M +$463K +1,431 +26%
ACI
472
Alpha Cubed Investments
California
$2.11M -$140K -432 -6%
LC
473
Landaas & Company
Wisconsin
$2.1M -$60.5K -187 -3%
OFS
474
Orrstown Financial Services
Pennsylvania
$2.1M
FFM
475
Forum Financial Management
Illinois
$2.1M +$37.8K +117 +2%

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.