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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
SNB
801
Security National Bank
Nebraska
$590K +$463K +1,433 +291%
IAIM
802
International Assets Investment Management
Florida
$588K
CSP
803
Cary Street Partners
Virginia
$586K -$157K -487 -20%
MBTD
804
Mechanics Bank - Trust Department
California
$583K
USCWA
805
U.S. Capital Wealth Advisors
Texas
$582K +$92.2K +285 +18%
RIA
806
Regal Investment Advisors
Michigan
$580K -$40.1K -124 -6%
EP
807
Edgestream Partners
New Jersey
$578K +$135K +418 +29%
GRA
808
Golden Road Advisors
Florida
$577K
FTWA
809
Fifth Third Wealth Advisors
Ohio
$577K +$308K +953 +103%
NHC
810
Nicholas Hoffman & Company
Georgia
$576K +$4.85K +15 +0.8%
SYBT
811
Stock Yards Bank & Trust
Kentucky
$574K +$70.5K +218 +13%
LC
812
LCNB Corp
Ohio
$572K
VCA
813
Verdence Capital Advisors
Maryland
$570K -$39.1K -121 -6%
JAG
814
Journey Advisory Group
Kentucky
$569K
FAM
815
Forte Asset Management
New York
$569K
ACM
816
Alcosta Capital Management
California
$568K -$142K -439 -19%
CWM
817
Cahaba Wealth Management
Georgia
$568K -$189K -584 -24%
HFRG
818
Houlihan Financial Resource Group
Virginia
$567K -$72.1K -223 -11%
PA
819
Pinnacle Associates
New York
$567K
GWM
820
Global Wealth Management
New Jersey
$565K +$1.62K +5 +0.3%
SFC
821
Sprinkle Financial Consultants
Colorado
$564K -$194K -601 -25%
CCIA
822
Cherry Creek Investment Advisors
Colorado
$563K +$970 +3 +0.2%
CAS
823
Coppell Advisory Solutions
Texas
$563K +$369K +1,142 +291%
MWM
824
Moulton Wealth Management
Washington
$561K +$592K +1,830 New
MWA
825
Moser Wealth Advisors
Washington
$561K +$8.08K +25 +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.