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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
CIBC Private Wealth Group
51
CIBC Private Wealth Group
Georgia
$102M -$38.4M -118,713 -24%
WA
52
Waverly Advisors
Alabama
$102M -$824K -2,548 -0.8%
Two Sigma Investments
53
Two Sigma Investments
New York
$98.6M -$18.6M -57,500 -15%
MCWS
54
McKinley Carter Wealth Services
West Virginia
$93.2M -$2.08M -6,444 -2%
Bank of Montreal
55
Bank of Montreal
Ontario, Canada
$89.7M +$976K +3,020 +1%
Corient Private Wealth
56
Corient Private Wealth
Florida
$86.8M +$44.7M +138,257 +95%
Cetera Investment Advisers
57
Cetera Investment Advisers
Illinois
$85.4M +$367K +1,135 +0.4%
ANTB
58
AMG National Trust Bank
Colorado
$76.2M -$434K -1,341 -0.5%
Baird Financial Group
59
Baird Financial Group
Wisconsin
$72.8M -$556K -1,721 -0.7%
WAG
60
Winthrop Advisory Group
Massachusetts
$70.6M -$6.54M -20,237 -8%
Commonwealth Equity Services
61
Commonwealth Equity Services
Massachusetts
$70.1M +$3.75M +11,612 +5%
PA
62
Parkside Advisors
California
$69M -$1.43M -4,411 -2%
BP
63
Ballentine Partners
Massachusetts
$68.5M -$531K -1,641 -0.7%
BFPW
64
BOK Financial Private Wealth
Colorado
$67.4M -$1.55M -4,789 -2%
CCM
65
Coldstream Capital Management
Washington
$66M +$48.2M +149,054 +225%
Envestnet Portfolio Solutions
66
Envestnet Portfolio Solutions
Illinois
$65.8M -$4.36M -13,482 -6%
JPG
67
Jordan Park Group
California
$65M +$7.58M +23,441 +12%
Schroder Investment Management Group
68
Schroder Investment Management Group
United Kingdom
$64.7M +$675K +2,089 +1%
JWA
69
JFS Wealth Advisors
Pennsylvania
$63.7M -$2.43M -7,525 -3%
CB
70
Commerce Bank
Missouri
$62.4M -$167K -515 -0.3%
WT
71
Washington Trust
Rhode Island
$61M -$34.6K -107 -0.1%
BNP Paribas Financial Markets
72
BNP Paribas Financial Markets
France
$57.1M +$1.17M +3,621 +2%
Stifel Financial
73
Stifel Financial
Missouri
$56.9M -$20M -61,739 -25%
Kovitz Investment Group Partners
74
Kovitz Investment Group Partners
Illinois
$55.4M -$2.81M -8,703 -5%
FA
75
Fountainhead AM
New Jersey
$55.3M -$1.35M -4,189 -2%

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.