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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
HGWM
626
Horst & Graben Wealth Management
Oregon
$1.11M +$97K +300 +9%
KV
627
Kickstand Ventures
New York
$1.11M +$514K +1,589 +79%
KPWS
628
Kestra Private Wealth Services
Texas
$1.1M -$716K -2,215 -38%
WHCI
629
W.H. Cornerstone Investments
Massachusetts
$1.1M -$398K -1,230 -25%
QC
630
Quadrature Capital
United Kingdom
$1.09M +$1.15M +3,564 New
WIC
631
Whitegate Investment Counselors
New Hampshire
$1.09M -$2.91K -9 -0.3%
HWA
632
Heritage Wealth Advisors
Virginia
$1.09M -$149K -462 -12%
AIM
633
Aspen Investment Management
Michigan
$1.09M +$388K +1,200 +51%
LPT
634
Legacy Private Trust
Wisconsin
$1.08M
GLA
635
Good Life Advisors
Pennsylvania
$1.07M +$3.56K +11 +0.3%
OFP
636
OFC Financial Planning
New Jersey
$1.06M -$14.2K -44 -1%
VF
637
Vawter Financial
Ohio
$1.06M
MOS
638
MGO One Seven
Ohio
$1.06M -$28.5K -88 -2%
FAM
639
Flaharty Asset Management
Florida
$1.06M -$27.5K -85 -2%
IW
640
Instrumental Wealth
Florida
$1.06M -$11K -34 -1%
ORG
641
Optimist Retirement Group
Washington
$1.06M
TT
642
TI-Trust
Illinois
$1.05M
NA
643
Note Advisors
New York
$1.04M -$148K -459 -12%
CTA
644
Colonial Trust Advisors
South Carolina
$1.04M
PFA
645
Pathway Financial Advisors
Vermont
$1.04M
MFA
646
McClarren Financial Advisors
Pennsylvania
$1.04M +$563K +1,740 New
AIM
647
Avity Investment Management
Connecticut
$1.04M +$19.4K +60 +2%
BOPW
648
Brandywine Oak Private Wealth
Pennsylvania
$1.03M
FA
649
Flagstar Advisors
New York
$1.02M +$42K +130 +4%
WSWA
650
Warren Street Wealth Advisors
California
$1.02M -$11.6K -36 -1%

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.