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
WFA
951
Wellspring Financial Advisors
Ohio
$389K +$647 +2 +0.2%
ASW
952
Astoria Strategic Wealth
Texas
$388K
USB
953
Union Savings Bank
Connecticut
$387K
BF
954
Baring Financial
Washington
$387K
JGCM
955
Joseph Group Capital Management
Ohio
$386K -$647 -2 -0.2%
DAS
956
Diversify Advisory Services
Utah
$385K -$34K -105 -8%
EWA
957
Etesian Wealth Advisors
Oregon
$381K
AB
958
Atlas Brown
Kentucky
$380K
RWM
959
Ritholtz Wealth Management
New York
$380K +$78.6K +243 +24%
SVWG
960
Shared Vision Wealth Group
United States
$378K +$105K +324 +36%
GWM
961
Gibbs Wealth Management
Georgia
$375K -$7.76K -24 -2%
BCA
962
Bay Colony Advisors
Massachusetts
$375K
AWP
963
Abacus Wealth Partners
California
$375K
MW
964
Marcum Wealth
Ohio
$368K +$39.8K +123 +11%
CNFG
965
Creegan & Nassoura Financial Group
New Hampshire
$368K
VFG
966
V2 Financial group
Illinois
$368K
RMCM
967
Reynders McVeigh Capital Management
Massachusetts
$366K
GCM
968
Generation Capital Management
New York
$365K
RWMG
969
Redwood Wealth Management Group
New Jersey
$363K -$19.4K -60 -5%
WS
970
Wedbush Securities
California
$362K
WCWM
971
Willow Creek Wealth Management
California
$361K -$13.6K -42 -3%
GJWM
972
Gilliland Jeter Wealth Management
Arkansas
$360K +$22.6K +70 +6%
GC
973
Grimes & Company
Massachusetts
$360K +$970 +3 +0.3%
RCP
974
Rothschild Capital Partners
New York
$358K +$970 +3 +0.3%
SW
975
SkyOak Wealth
Michigan
$354K +$647 +2 +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.