We are live on ! Find out more
IWB icon

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
SIA
876
Soltis Investment Advisors
Utah
$499K -$1.94K -6 -0.4%
KLI
877
Kelman-Lazarov Inc
Tennessee
$499K -$9.7K -30 -2%
BWL
878
Bogart Wealth LLC
Virginia
$499K
BDF
879
Black Diamond Financial
Maryland
$496K
WP
880
WealthPLAN Partners
Nebraska
$496K
QPWM
881
Quadrant Private Wealth Management
Pennsylvania
$492K +$300K +929 +138%
FMTC
882
Farmers & Merchants Trust Company
California
$492K
SWRP
883
Summit Wealth & Retirement Planning
California
$490K
WAL
884
W Advisors LLC
Tennessee
$490K +$516K +1,596 New
APG
885
Abacus Planning Group
South Carolina
$484K
LWM
886
LongView Wealth Management
Georgia
$483K -$167K -516 -25%
MAS
887
Meeder Advisory Services
Ohio
$483K -$10.7K -33 -2%
BTI
888
Blue Trust Inc
Georgia
$481K +$2.59K +8 +0.5%
PWPS
889
Pinnacle Wealth Planning Services
Ohio
$479K -$249K -771 -33%
BFWA
890
Benchmark Financial Wealth Advisors
Florida
$478K +$504K +1,558 New
RW
891
Ridgeline Wealth
Arizona
$478K -$1.29K -4 -0.3%
CNBT
892
Canandaigua National Bank & Trust
New York
$477K
RA
893
Ruggaard & Associates
Ohio
$477K
NCM
894
Northside Capital Management
Oregon
$474K
SS
895
Sunbelt Securities
Texas
$472K +$8.08K +25 +2%
HCP
896
Holt Capital Partners
Texas
$471K
GKWIM
897
Gerber Kawasaki Wealth & Investment Management
California
$468K -$7.76K -24 -2%
PWP
898
Prasad Wealth Partners
Ohio
$468K +$1.29K +4 +0.3%
MAS
899
Madden Advisory Services
Florida
$467K
MCM
900
Maple Capital Management
Vermont
$466K

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.