We are live on ! Find out more
IWB icon

iShares Russell 1000 ETF

1,492 hedge funds and large institutions have $37.8B invested in iShares Russell 1000 ETF in 2025 Q4 according to their latest regulatory filings, with 159 funds opening new positions, 412 increasing their positions, 495 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

184% more first-time investments, than exits

New positions opened: 159 | Existing positions closed: 56

71% more call options, than puts

Call options by funds: $20.4M | Put options by funds: $11.9M

5% more funds holding

Funds holding: 1,4161,492 (+76)

5% more capital invested

Capital invested by funds: $35.9B → $37.8B (+$1.87B)

1.7% more ownership

Funds ownership: 80.2%81.9% (+1.7%)

1% more funds holding in top 10

Funds holding in top 10: 9798 (+1)

17% less repeat investments, than reductions

Existing positions increased: 412 | Existing positions reduced: 495

Holders
1,492
Holders Change
+76
Holders Change %
+5.37%
% of All Funds
18.16%
Holding in Top 10
98
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.03%
% of All Funds
1.19%
New
159
Increased
412
Reduced
495
Closed
56
Calls
$20.4M
Puts
$11.9M
Net Calls
+$8.44M
Net Calls Change
-$8.37M
Name Holding Trade Value Shares
Change
Change in
Stake
NHC
876
Nicholas Hoffman & Company
Georgia
$695K
GWM
877
Global Wealth Management
New Jersey
$694K +$1.85K +5 +0.3%
FAM
878
Forte Asset Management
New York
$693K
HFRG
879
Houlihan Financial Resource Group
Virginia
$691K +$685K +1,850 New
CCIA
880
Cherry Creek Investment Advisors
Colorado
$690K +$1.48K +4 +0.2%
OFW
881
Omnia Family Wealth
Florida
$690K +$684K +1,848 New
FWA
882
FORM Wealth Advisors
Wisconsin
$687K +$682K +1,840 New
SWA
883
Sax Wealth Advisors
New Jersey
$686K +$132K +357 +24%
JAG
884
Journey Advisory Group
Kentucky
$686K -$7.41K -20 -1%
SWA
885
Strategic Wealth Advisors
Arizona
$685K +$680K +1,835 New
CA
886
Crewe Advisors
Utah
$685K
JC
887
JB Capital
Connecticut
$684K +$79.3K +214 +13%
PFP
888
Paragon Financial Partners
California
$684K +$1.48K +4 +0.2%
DIM
889
Delta Investment Management
California
$683K
AWA
890
Alta Wealth Advisors
Massachusetts
$681K +$1.48K +4 +0.2%
UFF
891
USA Financial Formulas
Michigan
$680K -$43.7K -118 -6%
Fayez Sarofim & Co
892
Fayez Sarofim & Co
Texas
$680K +$464K +1,252 +220%
ACM
893
Alcosta Capital Management
California
$675K -$3.33K -9 -0.5%
DPI
894
Diversified Portfolios Inc
Michigan
$672K
LL
895
LPWM LLC
Minnesota
$671K
SYBT
896
Stock Yards Bank & Trust
Kentucky
$662K
PPC
897
Park Place Capital
Alabama
$662K +$657K +1,773 New
PPW
898
PACK Private Wealth
Minnesota
$662K
CPG
899
Cornerstone Planning Group
New Jersey
$660K +$1.48K +4 +0.2%
PI
900
PFG Investments
New York
$660K +$13.7K +37 +2%