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
BJL
76
Brighton Jones LLC
Washington
$54.7M -$1.33M -4,114 -2%
NPT
77
Nixon Peabody Trust
Massachusetts
$54.1M +$10.1M +31,310 +22%
Bank of New York Mellon
78
Bank of New York Mellon
New York
$54M +$933K +2,886 +2%
EA
79
Enclave Advisors
Texas
$53.5M -$137K -425 -0.2%
PS
80
Principal Securities
Iowa
$53.5M +$44K +136 +0.1%
WANY
81
Wealthspire Advisors (New York)
New York
$53.3M +$25.2M +77,997 +81%
Cambridge Investment Research Advisors
82
Cambridge Investment Research Advisors
Iowa
$53.2M +$6.48M +20,031 +13%
MML Investors Services
83
MML Investors Services
Massachusetts
$51.8M +$5.55M +17,159 +11%
CL
84
Choreo LLC
Illinois
$47.3M -$2.52M -7,788 -5%
Brown Advisory
85
Brown Advisory
Maryland
$47M -$44.4M -137,218 -47%
EH
86
Equitable Holdings
New York
$44.7M +$2.37M +7,330 +5%
Osaic Holdings
87
Osaic Holdings
Arizona
$44.4M +$9.42M +29,141 +25%
CA
88
Cambridge Associates
Massachusetts
$44.1M
CCA
89
Conservest Capital Advisors
Pennsylvania
$43.4M -$61.1K -189 -0.1%
UFA
90
US Financial Advisors
Massachusetts
$42.5M -$300K -929 -0.7%
Millennium Management
91
Millennium Management
New York
$39.1M -$770M -2,382,878 -95%
Wealthfront Advisers
92
Wealthfront Advisers
California
$38.8M +$2.79M +8,636 +7%
KP
93
Keel Point
Alabama
$38.3M +$696K +2,152 +2%
FMP
94
Financial Management Professionals
Texas
$38M +$5.1M +15,758 +15%
NA
95
NewEdge Advisors
Louisiana
$37.5M -$915K -2,830 -2%
Rockefeller Capital Management
96
Rockefeller Capital Management
New York
$37.4M +$1.52M +4,705 +4%
AQR Capital Management
97
AQR Capital Management
Connecticut
$37.3M +$18.3M +56,469 +87%
Carson Wealth (CWM LLC)
98
Carson Wealth (CWM LLC)
Nebraska
$37.1M +$25.1M +77,547 +179%
AFA
99
American Financial Advisors
Georgia
$36.7M -$745K -2,305 -2%
JSL
100
JT Stratford LLC
Georgia
$36.6M +$6.43M +19,873 +20%

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.