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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
ICP
926
Interchange Capital Partners
Pennsylvania
$431K +$454K +1,404 New
GWSA
927
Global Wealth Strategies & Associates
Colorado
$429K
TCM
928
TD Capital Management
Tennessee
$425K -$647 -2 -0.1%
PCM
929
Pointe Capital Management
Michigan
$422K
AIA
930
AssuredPartners Investment Advisors
Florida
$421K +$12K +37 +3%
NA
931
Nestegg Advisors
New York
$419K +$323 +1 +0.1%
BFA
932
Beaumont Financial Advisors
Massachusetts
$419K -$84.1K -260 -16%
CCG
933
Chatham Capital Group
Georgia
$417K
FW
934
FullCircle Wealth
Texas
$416K +$203K +628 +84%
MWM
935
Mittelman Wealth Management
Massachusetts
$415K +$970 +3 +0.2%
AWA
936
Arete Wealth Advisors
Illinois
$415K +$26.5K +82 +6%
PWM
937
Partners Wealth Management
California
$415K
ZIM
938
Zacks Investment Management
Illinois
$414K +$48.8K +151 +13%
Fayez Sarofim & Co
939
Fayez Sarofim & Co
Texas
$413K +$203K +627 +87%
MAM
940
Madison Asset Management
Wisconsin
$409K -$599K -1,854 -58%
NC
941
Napatree Capital
Rhode Island
$408K -$18.8K -58 -4%
PAMG
942
Patton Albertson Miller Group
Tennessee
$401K
CCFCSB
943
Cape Cod Five Cents Savings Bank
Massachusetts
$400K
CAWM
944
Capital Advisors Wealth Management
Washington
$399K +$52.7K +163 +14%
WIA
945
Wetzel Investment Advisors
Indiana
$398K
AAS
946
Ameritas Advisory Services
Nebraska
$398K
PTC
947
Private Trust Company
Ohio
$397K
TLFA
948
True Link Financial Advisors
California
$397K -$3.23K -10 -0.8%
CAM
949
Clark Asset Management
New Hampshire
$392K +$179K +553 +76%
AMG
950
Asset Management Group
Connecticut
$391K +$1.29K +4 +0.3%

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.