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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
BEAM
976
Baker Ellis Asset Management
Washington
$353K
GAA
977
Guardian Asset Advisors
Pennsylvania
$351K +$647 +2 +0.2%
AAM
978
Aureus Asset Management
Massachusetts
$349K -$142K -438 -28%
GS
979
GWN Securities
Florida
$348K +$362K +1,121 New
LA
980
LVW Advisors
New York
$346K
VVP
981
Venture Visionary Partners
Ohio
$344K
NG
982
Norden Group
Utah
$341K
SCA
983
Snowden Capital Advisors
New York
$341K -$1.17M -3,629 -77%
MWP
984
Meridian Wealth Partners
Pennsylvania
$341K
AIM
985
Anchor Investment Management
South Carolina
$340K -$5.82K -18 -2%
MAS
986
MPWM Advisory Solutions
Georgia
$340K
CWM
987
Chesapeake Wealth Management
Virginia
$340K -$11.3K -35 -3%
Deutsche Bank
988
Deutsche Bank
Germany
$339K +$28.8K +89 +9%
AAM
989
AMI Asset Management
California
$339K -$620K -1,916 -63%
CTWM
990
Cherry Tree Wealth Management
Minnesota
$338K
AWC
991
Abundance Wealth Counselors
Pennsylvania
$336K -$530K -1,640 -60%
WTB
992
Washington Trust Bank
Washington
$336K +$111K +343 +46%
PWM
993
PBMares Wealth Management
Virginia
$335K -$33K -102 -9%
DA
994
Drake & Associates
Wisconsin
$332K
EWA
995
Encompass Wealth Advisors
Oregon
$330K
FFG
996
Fortress Financial Group
Minnesota
$328K +$1.94K +6 +0.6%
FC
997
Forte Capital
New York
$328K +$106K +327 +44%
WAM
998
Wernau Asset Management
Massachusetts
$325K
SOAG
999
Silver Oak Advisory Group
Oregon
$325K
GJIA
1000
Glass Jacobson Investment Advisors
Maryland
$325K

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.