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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
HIP
476
HUB Investment Partners
Texas
$2.09M +$21K +65 +1%
ARC
477
Advisor Resource Council
Texas
$2.08M -$115K -356 -5%
EBA
478
Eagle Bay Advisors
New York
$2.08M -$137K -425 -6%
PA
479
Parallel Advisors
California
$2.05M +$2.91K +9 +0.1%
WB
480
Webster Bank
Connecticut
$2.05M
SIP
481
Sellwood Investment Partners
Oregon
$2.05M
DWT
482
Dorsey & Whitney Trust
South Dakota
$2.04M -$23.9K -74 -1%
CFA
483
Cahill Financial Advisors
Minnesota
$2.02M
FF
484
Finley Financial
Nevada
$2M -$97K -300 -4%
PCIA
485
Prime Capital Investment Advisors
Kansas
$1.99M +$834K +2,579 +66%
CWS
486
Cypress Wealth Services
California
$1.99M +$491K +1,518 +31%
OWA
487
One Wealth Advisors
California
$1.98M -$787K -2,433 -27%
GG
488
GenWealth Group
New Jersey
$1.96M -$647 -2 -0%
MWP
489
MYCIO Wealth Partners
Pennsylvania
$1.95M -$129K -398 -6%
SWA
490
Stratos Wealth Advisors
Ohio
$1.95M -$484K -1,496 -19%
MFIM
491
Mesirow Financial Investment Management
Illinois
$1.95M +$93.8K +290 +5%
ZF
492
Zhang Financial
Michigan
$1.94M +$1.45M +4,478 +241%
VPP
493
Vertex Planning Partners
Illinois
$1.94M
LDB
494
Lee, Danner & Bass
Tennessee
$1.93M -$16.2K -50 -0.8%
NAM
495
NorthCrest Asset Manangement
Minnesota
$1.91M +$10.3K +32 +0.5%
CFG
496
Clayton Financial Group
Missouri
$1.9M +$22.3K +69 +1%
OAS
497
Optivise Advisory Services
Tennessee
$1.9M -$965K -2,983 -32%
EFS
498
Essex Financial Services
Connecticut
$1.89M +$245K +758 +14%
IRC
499
Investors Research Corp
Georgia
$1.89M -$45.6K -141 -2%
ABC
500
Associated Banc-Corp
Wisconsin
$1.88M +$5.17K +16 +0.3%

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.