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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
BG
651
Bollard Group
Massachusetts
$1.01M +$2.91K +9 +0.3%
LT
652
Legacy Trust
Michigan
$1.01M -$113K -350 -10%
GF
653
Gries Financial
Ohio
$1.01M
GWM
654
Geneos Wealth Management
Colorado
$1.01M +$607K +1,878 +133%
GWSG
655
GPS Wealth Strategies Group
Colorado
$1M +$21.7K +67 +2%
RW
656
Regimen Wealth
Georgia
$1M +$37.2K +115 +4%
PG
657
Patten Group
Tennessee
$1M -$529K -1,635 -33%
DFA
658
DHJJ Financial Advisors
Illinois
$990K
DP
659
Denver PWM
Colorado
$986K +$2.59K +8 +0.2%
W
660
Wealthquest
Ohio
$983K
COI
661
Connable Office Inc
Michigan
$972K +$386K +1,195 +61%
ST
662
Spinnaker Trust
Maine
$971K
CWA
663
CJM Wealth Advisers
Virginia
$968K
CAM
664
Cozad Asset Management
Illinois
$968K -$31K -96 -3%
MWA
665
Meridian Wealth Advisors
Texas
$967K
SFG
666
SNS Financial Group
Minnesota
$967K
WPC
667
Waters Parkerson & Co
Louisiana
$966K
BCM
668
Brookstone Capital Management
Illinois
$965K -$15.5K -48 -2%
DC
669
Davenport & Co
Virginia
$962K +$4.53K +14 +0.4%
SWP
670
Sagespring Wealth Partners
Tennessee
$961K +$1.01M +3,131 New
WW
671
Waterfront Wealth
Kansas
$958K
CW
672
CreativeOne Wealth
Kansas
$957K +$42K +130 +4%
MPW
673
MA Private Wealth
California
$948K -$57.6K -178 -5%
FFA
674
Fragasso Financial Advisors
Pennsylvania
$942K -$82.5K -255 -8%
SAM
675
Smartleaf Asset Management
Massachusetts
$936K +$880K +2,721 +782%

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.