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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
AI
601
Atria Investments
North Carolina
$1.24M -$980K -3,030 -43%
NCM
602
Neumann Capital Management
California
$1.22M -$7.76K -24 -0.6%
PJWM
603
Philip James Wealth Mangement
Georgia
$1.22M -$23K -71 -2%
SC
604
SouthState Corp
Florida
$1.2M +$1.15M +3,547 +959%
MAM
605
McCarthy Asset Management
California
$1.2M +$1.62K +5 +0.1%
CAAS
606
Capital Asset Advisory Services
Michigan
$1.2M -$14.2K -44 -1%
GCM
607
Graver Capital Management
Ohio
$1.19M
BL
608
Balentine LLC
Georgia
$1.19M
ES
609
Eagle Strategies
New York
$1.18M +$3.56K +11 +0.3%
AWM
610
Axxcess Wealth Management
California
$1.18M -$23K -71 -2%
RC
611
Rovin Capital
Arizona
$1.18M -$47.5K -147 -4%
PFPT
612
Pinnacle Financial Partners (Tennessee)
Tennessee
$1.17M +$8.41K +26 +0.7%
TWM
613
Tanager Wealth Management
United Kingdom
$1.17M
WA
614
Wealthstream Advisors
New York
$1.16M
SC
615
Soundwatch Capital
Connecticut
$1.16M
SSC
616
Syverson Strege & Co
Iowa
$1.15M +$323 +1 +0%
CIA
617
Choate Investment Advisors
Massachusetts
$1.15M
CWM
618
Congress Wealth Management
Massachusetts
$1.15M -$289K -893 -19%
SF
619
Summit Financial
New Jersey
$1.15M -$632K -1,954 -34%
KFI
620
Key Financial Inc
Pennsylvania
$1.14M
KCM
621
Kendall Capital Management
Maryland
$1.13M
PIA
622
Petredis Investment Advisors
Pennsylvania
$1.13M
WP
623
Westmount Partners
California
$1.13M
EI
624
Ellevest Inc
New York
$1.12M -$110K -340 -9%
VA
625
Valmark Advisers
Ohio
$1.11M +$137K +424 +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.