IWB icon

iShares Russell 1000 ETF
IWB

Overview Fund Activity

1,330 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
Holders
1,330
Holders Change
-16
Holders Change %
-1.19%
% of All Funds
18.06%
Holding in Top 10
94
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-12.15%
% of All Funds
1.28%
New
89
Increased
407
Reduced
446
Closed
75
Calls
$19.8M
Puts
$47.7M
Net Calls
-$27.9M
Net Calls Change
+$31.9M

Top Buyers

1
Jones Financial Companies
Jones Financial Companies
Missouri
+$153M
2
BlackRock
BlackRock
New York
+$140M
3
AC
Allstate Corporation
Illinois
+$105M
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$76.5M
5
IC
IEQ Capital
California
+$74.6M

Top Sellers

1
Millennium Management
Millennium Management
New York
-$731M
2
HHGA
Halbert Hargrove Global Advisors
California
-$151M
3
CI
Constellation Investments
Ohio
-$142M
4
SMFG
Sumitomo Mitsui Financial Group
Japan
-$129M
5
M&T Bank
M&T Bank
New York
-$83.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
BHBT
726
Burke & Herbert Bank & Trust
Virginia
$761K – – –
FWP
727
Falcon Wealth Planning
California
$755K +$1.84K +6 +0.2%
HL
728
HeadInvest LLC
Maine
$748K – – –
SWP
729
ShoreHaven Wealth Partners
New Jersey
$747K +$100K +327 +16%
MWAM
730
Manhattan West Asset Management
California
$743K +$103K +335 +16%
LCOV
731
London Company of Virginia
Virginia
$743K -$8.74M -28,501 -92%
OAP
732
One Advisory Partners
Kansas
$743K +$66.3K +216 +10%
VCP
733
Vista Capital Partners
Oregon
$742K – – –
SQA
734
Simon Quick Advisors
New Jersey
$735K +$2.15K +7 +0.3%
TPW
735
Transatlantique Private Wealth
New York
$733K -$49.1K -160 -6%
PF
736
Penney Financial
Texas
$730K – – –
PF
737
PlanWiser Financial
Colorado
$725K +$725K +2,352 New
TWM
738
Topsail Wealth Management
North Carolina
$716K +$424K +1,382 +145%
W
739
WorthPointe
California
$713K -$111K -363 -13%
PFWA
740
Paces Ferry Wealth Advisors
Georgia
$710K -$17.8K -58 -2%
MWA
741
Midland Wealth Advisors
Illinois
$709K -$28.5K -93 -4%
Vontobel Holding
742
Vontobel Holding
Switzerland
$706K – – –
S
743
SignatureFD
Georgia
$703K – – –
MWM
744
Modern Wealth Management
Kansas
$699K +$287K +935 +70%
VP
745
Verum Partners
North Carolina
$698K +$4.91K +16 +0.7%
SG
746
StoneX Group
New York
$698K +$920 +3 +0.1%
HPC
747
HM Payson & Co
Maine
$697K -$39.9K -130 -5%
ONSWM
748
Old North State Wealth Management
North Carolina
$692K +$1.84K +6 +0.3%
HG
749
Harbor Group
New Hampshire
$692K +$96K +313 +16%
WJA
750
Willis Johnson & Associates
Texas
$690K +$65.9K +215 +11%
28 29
30
31 32