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iShares Russell 1000 ETF

1,331 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, 407 increasing their positions, 446 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

less ownership

Funds ownership:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

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: 10794 (-13)

59% less call options, than puts

Call options by funds: $19.8M | Put options by funds: $47.7M

Holders
1,331
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
94
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$19.8M
Puts
$47.7M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Private Wealth Group
51
CIBC Private Wealth Group
Georgia
$102M
WA
52
Waverly Advisors
Alabama
$102M
Two Sigma Investments
53
Two Sigma Investments
New York
$98.6M
MCWS
54
McKinley Carter Wealth Services
West Virginia
$93.2M
Bank of Montreal
55
Bank of Montreal
Ontario, Canada
$89.7M
Corient Private Wealth
56
Corient Private Wealth
Florida
$86.8M
Cetera Investment Advisers
57
Cetera Investment Advisers
Illinois
$85.4M
ANTB
58
AMG National Trust Bank
Colorado
$76.2M
Baird Financial Group
59
Baird Financial Group
Wisconsin
$72.8M
WAG
60
Winthrop Advisory Group
Massachusetts
$70.6M
Commonwealth Equity Services
61
Commonwealth Equity Services
Massachusetts
$70.1M
PA
62
Parkside Advisors
California
$69M
BP
63
Ballentine Partners
Massachusetts
$68.5M
BFPW
64
BOK Financial Private Wealth
Colorado
$67.4M
CCM
65
Coldstream Capital Management
Washington
$66M
Envestnet Portfolio Solutions
66
Envestnet Portfolio Solutions
Illinois
$65.8M
JPG
67
Jordan Park Group
California
$65M
Schroder Investment Management Group
68
Schroder Investment Management Group
United Kingdom
$64.7M
JWA
69
JFS Wealth Advisors
Pennsylvania
$63.7M
CB
70
Commerce Bank
Missouri
$62.4M
WT
71
Washington Trust
Rhode Island
$61M
BNP Paribas Financial Markets
72
BNP Paribas Financial Markets
France
$57.1M
Stifel Financial
73
Stifel Financial
Missouri
$56.9M
Kovitz Investment Group Partners
74
Kovitz Investment Group Partners
Illinois
$55.4M
FA
75
Fountainhead AM
New Jersey
$55.3M