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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
SG
751
StoneX Group
New York
$698K +$970 +3 +0.1%
HPC
752
HM Payson & Co
Maine
$697K -$42K -130 -5%
ONSWM
753
Old North State Wealth Management
North Carolina
$692K +$1.94K +6 +0.3%
HG
754
Harbor Group
New Hampshire
$692K +$101K +313 +16%
WJA
755
Willis Johnson & Associates
Texas
$690K +$69.5K +215 +11%
NLP
756
Next Level Private
New York
$689K -$2.91K -9 -0.4%
SIC
757
Salem Investment Counselors
North Carolina
$687K
FAT
758
First American Trust
California
$685K -$7.11K -22 -1%
TP
759
Tranquility Partners
Tennessee
$682K +$55.9K +173 +8%
BBA
760
BLB&B Advisors
Pennsylvania
$682K
HCM
761
Hollencrest Capital Management
California
$677K
KBFS
762
Kohmann Bosshard Financial Services
Ohio
$676K
LAS
763
LWM Advisory Services
Florida
$675K -$19.7K -61 -3%
SIM
764
Synergy Investment Management
Florida
$673K -$10.3K -32 -1%
UAS
765
United Asset Strategies
New York
$669K +$7.44K +23 +1%
KCPG
766
Kavar Capital Partners Group
Kansas
$665K
UF
767
Univest Financial
Pennsylvania
$663K
IA
768
IFS Advisors
Kansas
$662K -$21K -65 -3%
BFA
769
Buttonwood Financial Advisors
Maryland
$660K
MA
770
MONECO Advisors
Connecticut
$657K +$1.62K +5 +0.2%
TW
771
TritonPoint Wealth
Maryland
$657K +$970 +3 +0.1%
EB
772
Eastern Bank
Massachusetts
$655K -$24.6K -76 -3%
DWA
773
Douglass Winthrop Advisors
New York
$654K
CF
774
Centaurus Financial
California
$652K +$15.2K +47 +2%
SWA
775
SOA Wealth Advisors
New York
$650K +$647 +2 +0.1%

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.