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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
NMIFOAC
26
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$243M
LWMT
27
Legacy Wealth Management (Tennessee)
Tennessee
$233M -$6.26M -19,371 -2%
Cerity Partners
28
Cerity Partners
New York
$226M -$81.5K -252 -0%
Creative Planning
29
Creative Planning
Kansas
$205M +$4.68M +14,476 +2%
CFA
30
Capstone Financial Advisors
Illinois
$204M -$4.68M -14,483 -2%
JHU
31
Johns Hopkins University
Maryland
$195M
US Bancorp
32
US Bancorp
Minnesota
$186M +$11.4M +35,104 +6%
Raymond James Financial
33
Raymond James Financial
Florida
$184M -$3.21M -9,923 -2%
TIAA Trust, National Association
34
TIAA Trust, National Association
North Carolina
$178M +$579K +1,791 +0.3%
Comerica Bank
35
Comerica Bank
Texas
$175M -$1.73M -5,336 -0.9%
Mariner
36
Mariner
Kansas
$156M +$907K +2,805 +0.6%
Ameriprise
37
Ameriprise
Minnesota
$152M -$4.62M -14,285 -3%
Empower Advisory Group
38
Empower Advisory Group
Colorado
$151M -$2.97M -9,177 -2%
HighTower Advisors
39
HighTower Advisors
Illinois
$149M -$241K -745 -0.2%
RCIM
40
Red Cedar Investment Management
Michigan
$139M -$21.9M -67,737 -13%
Truist Financial
41
Truist Financial
North Carolina
$126M -$13.3M -41,045 -9%
Fifth Third Bancorp
42
Fifth Third Bancorp
Ohio
$119M -$3.44M -10,651 -3%
IC
43
IEQ Capital
California
$117M +$78.7M +243,360 +176%
HSBC Holdings
44
HSBC Holdings
United Kingdom
$115M -$662K -2,048 -0.5%
DLIC
45
Daido Life Insurance Company
Japan
$112M -$56M -173,227 -32%
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$109M -$52.1M -161,065 -31%
AIA
47
Arbor Investment Advisors
North Carolina
$106M -$224K -692 -0.2%
AC
48
Allstate Corporation
Illinois
$105M +$111M +342,643 New
MLFP
49
MPS Loria Financial Planners
Illinois
$105M -$11.5M -35,658 -9%
Wealth Enhancement Advisory Services
50
Wealth Enhancement Advisory Services
Minnesota
$104M -$508K -1,570 -0.5%

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.