We are live on ! Find out more
IWB icon

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
RPC
501
Rossmore Private Capital
Connecticut
$1.87M
TFGT
502
TS Financial Group (TSFG)
Illinois
$1.86M -$270K -834 -12%
RWA
503
River Wealth Advisors
Pennsylvania
$1.85M
ALWM
504
Andrews Lucia Wealth Management
California
$1.84M
BNMT
505
Bawa N Mallick Trust
New York
$1.83M
HW
506
Hancock Whitney
Mississippi
$1.83M -$337K -1,042 -15%
G
507
GenTrust
Florida
$1.82M
ACM
508
Ardent Capital Management
Ohio
$1.82M
TAM
509
Townsend Asset Management
North Carolina
$1.81M +$3.88K +12 +0.2%
TI
510
Truepoint Inc
Ohio
$1.8M +$289K +893 +18%
NCM
511
Next Capital Management
New York
$1.79M -$2.33M -7,213 -55%
CT
512
Coastline Trust
Rhode Island
$1.78M
PRRFG
513
Paul R. Ried Financial Group
Washington
$1.77M
ST
514
Smithfield Trust
Pennsylvania
$1.77M
MFGP
515
Marshall Financial Group (Pennsylvania)
Pennsylvania
$1.77M +$3.56K +11 +0.2%
CCT
516
Capital City Trust
Florida
$1.77M
MCM
517
Manchester Capital Management
Vermont
$1.74M -$1.03M -3,192 -36%
ADL
518
Asset Dedication LLC
California
$1.74M +$1.29K +4 +0.1%
TWM
519
TSA Wealth Management
Texas
$1.73M +$667K +2,063 +57%
KCM
520
KM Capital Management
Texas
$1.73M +$286K +883 +19%
BBW
521
Blue Barn Wealth
Utah
$1.72M -$172K -531 -9%
FBFS
522
First Business Financial Services
Wisconsin
$1.71M
VCM
523
Vision Capital Management
Oregon
$1.71M
WW
524
Westshore Wealth
California
$1.7M
AWA
525
Arkadios Wealth Advisors
Georgia
$1.7M +$233K +720 +15%

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.