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iShares Russell 1000 ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
FA
826
Fermata Advisors
California
$556K -$36.2K -118 -6%
OWP
827
Obermeyer Wealth Partners
Colorado
$555K +$555K +1,810 New
DPI
828
Diversified Portfolios Inc
Michigan
$550K -$591K -1,926 -52%
WAM
829
WNY Asset Management
New York
$550K -$8.28K -27 -1%
AIA
830
Accelerate Investment Advisors
California
$544K +$262K +855 +93%
MFC
831
Morris Financial Concepts
South Carolina
$544K -$30.7K -100 -5%
PPW
832
PACK Private Wealth
Minnesota
$544K
CWP
833
Corepath Wealth Partners
Arizona
$543K +$543K +1,875 New
ACP
834
Aviance Capital Partners
Florida
$542K +$542K +1,766 New
PI
835
PFG Investments
New York
$540K +$11K +36 +2%
SI
836
Scharf Investments
California
$539K -$2.56M -8,356 -83%
AWM
837
AAF Wealth Management
Massachusetts
$539K +$920 +3 +0.2%
KFS
838
Kurt F. Somerville
$535K +$535K +1,744 New
AIP
839
Almanack Investment Partners
Pennsylvania
$531K -$313K -1,022 -37%
PWM
840
Penobscot Wealth Management
Maine
$529K +$149K +486 +39%
KL
841
KilterHowling LLC
Colorado
$527K +$1.24K +4 +0.2%
FWA
842
FORM Wealth Advisors
Wisconsin
$527K +$527K +1,717 New
HFS
843
Heritage Financial Services
Massachusetts
$526K -$15.3K -50 -3%
AFA
844
Avant Financial Advisors
Texas
$525K +$12.6K +41 +2%
MAWA
845
Moss Adams Wealth Advisors
Washington
$525K +$321K +1,046 +157%
MGWM
846
Marks Group Wealth Management
Minnesota
$524K
SIA
847
Schechter Investment Advisors
Michigan
$521K
AC
848
AlphaCore Capital
California
$519K +$519K +1,693 New
TWM
849
Tolleson Wealth Management
Texas
$518K
1SB
850
1ST Source Bank
Indiana
$517K +$81.3K +265 +19%