IWB icon

iShares Russell 1000 ETF

1,331 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, 407 increasing their positions, 446 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

less ownership

Funds ownership:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

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: 10794 (-13)

59% less call options, than puts

Call options by funds: $19.8M | Put options by funds: $47.7M

Holders
1,331
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
94
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$19.8M
Puts
$47.7M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LKWM
1001
Lee-Kelleher Wealth Management
Maryland
$320K
FFC
1002
Frederick Financial Consultants
Maryland
$319K
FM
1003
Foster & Motley
Ohio
$319K
BWCS
1004
Beirne Wealth Consulting Services
Connecticut
$317K
SI
1005
Saxon Interests
Texas
$317K
UIM
1006
Unified Investment Management
Georgia
$317K
TWM
1007
Thrive Wealth Management
Pennsylvania
$313K
KIA
1008
KCM Investment Advisors
California
$310K
RWB
1009
RMR Wealth Builders
New Jersey
$309K
PMWMG
1010
Parr McKnight Wealth Management Group
Minnesota
$307K
HP
1011
Holistic Planning
Texas
$307K
AG
1012
Advocate Group
Minnesota
$307K
MIFH
1013
Migdal Insurance & Financial Holdings
Israel
$306K
BA
1014
Bridgewater Advisors
New York
$306K
UB
1015
Umpqua Bank
Oregon
$306K
CGA
1016
Crescent Grove Advisors
Illinois
$305K
AA
1017
Ancora Advisors
Ohio
$305K
RBWA
1018
RFG - Bristol Wealth Advisors
Massachusetts
$304K
WA
1019
WestEnd Advisors
North Carolina
$303K
First Trust Advisors
1020
First Trust Advisors
Illinois
$303K
IA
1021
Integrity Alliance
Iowa
$302K
CCM
1022
Cambridge Capital Management
Illinois
$302K
FWM
1023
FFT Wealth Management
Pennsylvania
$301K
BCP
1024
Berkeley Capital Partners
Georgia
$301K
CPCM
1025
Cardinal Point Capital Management
Ontario, Canada
$300K