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
MWP
1001
Madison Wealth Partners
Wisconsin
$324K +$4.2K +13 +1%
IAG
1002
Investmark Advisory Group
Connecticut
$323K +$647 +2 +0.2%
EE
1003
EWG Elevate
California
$322K
LWMM
1004
Legacy Wealth Management (Mississippi)
Mississippi
$322K -$58.2K -180 -15%
MTIC
1005
Missouri Trust & Investment Company
Missouri
$322K
KWS
1006
Keystone Wealth Services
California
$321K +$647 +2 +0.2%
LKWM
1007
Lee-Kelleher Wealth Management
Maryland
$320K
FFC
1008
Frederick Financial Consultants
Maryland
$319K
FM
1009
Foster & Motley
Ohio
$319K -$8.08K -25 -2%
BWCS
1010
Beirne Wealth Consulting Services
Connecticut
$317K -$4.53K -14 -1%
SI
1011
Saxon Interests
Texas
$317K
UIM
1012
Unified Investment Management
Georgia
$317K +$334K +1,033 New
TWM
1013
Thrive Wealth Management
Pennsylvania
$313K -$357K -1,105 -52%
KIA
1014
KCM Investment Advisors
California
$310K -$2.91K -9 -0.9%
RWB
1015
RMR Wealth Builders
New Jersey
$309K -$207K -639 -39%
PMWMG
1016
Parr McKnight Wealth Management Group
Minnesota
$307K -$128K -396 -28%
HP
1017
Holistic Planning
Texas
$307K -$15.8K -49 -5%
AG
1018
Advocate Group
Minnesota
$307K
MIFH
1019
Migdal Insurance & Financial Holdings
Israel
$306K +$23.9K +74 +8%
BA
1020
Bridgewater Advisors
New York
$306K +$325K +1,005 New
UB
1021
Umpqua Bank
Oregon
$306K +$322K +997 New
CGA
1022
Crescent Grove Advisors
Illinois
$305K
AA
1023
Ancora Advisors
Ohio
$305K
RBWA
1024
RFG - Bristol Wealth Advisors
Massachusetts
$304K -$145K -449 -31%
WA
1025
WestEnd Advisors
North Carolina
$303K -$18.4K -57 -5%

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.