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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
CFGA
551
Cambridge Financial Group (Arizona)
Arizona
$1.49M +$1.29K +4 +0.1%
NAS
552
Nicolet Advisory Services
Wisconsin
$1.49M +$269K +831 +19%
CIS
553
Custom Index Systems
New York
$1.48M -$692K -2,139 -31%
Fisher Asset Management
554
Fisher Asset Management
Washington
$1.48M +$79.5K +246 +5%
TIA
555
Tiemann Investment Advisors
California
$1.48M
AAS
556
Annex Advisory Services
Wisconsin
$1.47M
SWA
557
Sightline Wealth Advisors
Connecticut
$1.47M -$56.6K -175 -4%
AWM
558
AE Wealth Management
Kansas
$1.47M +$481K +1,488 +45%
LWMNY
559
Landmark Wealth Management (New York)
New York
$1.46M +$138K +427 +10%
NWWA
560
New Wave Wealth Advisors
Arkansas
$1.44M +$892K +2,759 +141%
ATC
561
Argent Trust Co
Tennessee
$1.44M -$137K -423 -8%
CWC
562
Carolinas Wealth Consulting
North Carolina
$1.43M +$40.7K +126 +3%
CIAS
563
CFS Investment Advisory Services
New Jersey
$1.42M +$30.7K +95 +2%
LFWA
564
LBJ Family Wealth Advisors
Texas
$1.42M +$2.91K +9 +0.2%
CAC
565
Certified Advisory Corp
Florida
$1.41M -$31K -96 -2%
NW
566
NewEdge Wealth
Pennsylvania
$1.41M -$16.5K -51 -1%
FFC
567
First Financial Corp
Indiana
$1.41M
1CP
568
17 Capital Partners
Arizona
$1.41M +$67.9K +210 +5%
EL
569
EQ LLC
Washington
$1.41M
CB
570
Cadence Bank
Mississippi
$1.41M
RC
571
Roundview Capital
New Jersey
$1.4M +$357K +1,103 +32%
IA
572
IFG Advisors
Missouri
$1.4M -$3.21M -9,934 -68%
JJBC
573
James J. Burns & Company
New York
$1.4M -$258K -798 -15%
FPAS
574
Focus Partners Advisor Solutions
Missouri
$1.4M +$74.7K +231 +5%
ASC
575
Atalanta Sosnoff Capital
New York
$1.4M -$4.69M -14,492 -76%

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.