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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
AL
526
ADE LLC
Maryland
$1.68M -$73.1K -226 -4%
GL
527
Graypoint LLC
New York
$1.67M -$36.2K -112 -2%
MWM
528
Maridea Wealth Management
New York
$1.67M +$610K +1,886 +53%
AI
529
Auour Investments
Massachusetts
$1.67M +$11K +34 +0.6%
AFG
530
Allegheny Financial Group
Pennsylvania
$1.65M +$647 +2 +0%
SB
531
Simmons Bank
Arkansas
$1.63M -$48.5K -150 -3%
SHFA
532
SC&H Financial Advisors
Maryland
$1.62M +$647 +2 +0%
PCA
533
Peddock Capital Advisors
Massachusetts
$1.61M
UWPG
534
Ullmann Wealth Partners Group
Florida
$1.61M +$1.2M +3,714 +244%
TWA
535
Talisman Wealth Advisors
New Jersey
$1.6M +$1.29K +4 +0.1%
GQG Partners
536
GQG Partners
Florida
$1.6M -$2.08M -6,446 -55%
VA
537
VestGen Advisors
Illinois
$1.59M +$1.68M +5,190 New
CA
538
CoreCap Advisors
Michigan
$1.58M -$4.2K -13 -0.3%
FLPIM
539
F.L. Putnam Investment Management
Massachusetts
$1.58M
SHJ
540
Sharkey, Howes & Javer
Colorado
$1.57M +$2.91K +9 +0.2%
PGWM
541
Parisi Gray Wealth Management
New Jersey
$1.54M -$14.2K -44 -0.9%
MCM
542
Morton Capital Management
California
$1.54M -$1.62K -5 -0.1%
CCA
543
Carrera Capital Advisors
Michigan
$1.54M -$195K -603 -11%
DAS
544
Dynamic Advisor Solutions
Arizona
$1.53M -$5.17K -16 -0.3%
AP
545
Adero Partners
California
$1.53M
BAM
546
Belpointe Asset Management
Nevada
$1.53M +$455K +1,407 +39%
WB
547
WesBanco Bank
West Virginia
$1.52M +$10.7K +33 +0.7%
WA
548
Wealth Alliance
New York
$1.52M +$1.18M +3,654 +278%
DA
549
Detalus Advisors
Missouri
$1.52M +$1.33M +4,117 +490%
FIA
550
Foundations Investment Advisors
Arizona
$1.49M +$184K +569 +13%

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.