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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
MGWM
851
Marks Group Wealth Management
Minnesota
$524K
SIA
852
Schechter Investment Advisors
Michigan
$521K
AC
853
AlphaCore Capital
California
$519K +$547K +1,693 New
TWM
854
Tolleson Wealth Management
Texas
$518K
1SB
855
1ST Source Bank
Indiana
$517K +$85.7K +265 +19%
SWM
856
SeaCrest Wealth Management
New York
$516K -$140K -432 -20%
PFGIA
857
Patriot Financial Group Insurance Agency
Massachusetts
$514K +$192K +594 +55%
GG
858
Greenwood Gearhart
Arkansas
$513K
CC
859
Callan Capital
California
$509K +$3.23K +10 +0.6%
PAM
860
Palisade Asset Management
Minnesota
$509K
NBWM
861
North Berkeley Wealth Management
California
$509K
SEIA
862
Signature Estate & Investment Advisors
California
$507K +$323 +1 +0.1%
CA
863
Claro Advisors
Massachusetts
$507K +$208K +642 +64%
PPH
864
Pure Portfolios Holdings
Oregon
$507K -$6.14K -19 -1%
FPW
865
Flagship Private Wealth
Massachusetts
$507K +$970 +3 +0.2%
LFG
866
Larson Financial Group
Missouri
$506K +$20.4K +63 +4%
SPWG
867
Sage Private Wealth Group
Illinois
$506K +$4.85K +15 +0.9%
SFGP
868
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$505K
MMHP
869
Murphy Middleton Hinkle & Parker
Georgia
$502K
LL
870
LPWM LLC
Minnesota
$501K -$1.94K -6 -0.4%
GSEP
871
Golden State Equity Partners
California
$501K +$1.29K +4 +0.2%
FBB
872
Fulton Breakefield Broenniman
Maryland
$500K -$190K -587 -26%
PSIWM
873
Paradigm Strategies in Wealth Management
Minnesota
$500K
AMBIA
874
Allen Mooney & Barnes Investment Advisors
Georgia
$499K +$1.29K +4 +0.2%
FFA
875
Founders Financial Alliance
North Carolina
$499K -$1.29K -4 -0.2%

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.