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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
First Trust Advisors
1026
First Trust Advisors
Illinois
$303K +$25.2K +78 +9%
IA
1027
Integrity Alliance
Iowa
$302K +$318K +984 New
CCM
1028
Cambridge Capital Management
Illinois
$302K +$970 +3 +0.3%
FWM
1029
FFT Wealth Management
Pennsylvania
$301K +$323 +1 +0.1%
BCP
1030
Berkeley Capital Partners
Georgia
$301K -$55K -170 -15%
CPCM
1031
Cardinal Point Capital Management
Ontario, Canada
$300K
HWM
1032
Howard Wealth Management
Connecticut
$300K +$323 +1 +0.1%
SAM
1033
S.A. Mason
Michigan
$299K
RFG
1034
Range Financial Group
Oregon
$299K
TF
1035
Tenon Financial
New Jersey
$296K
5W
1036
5T Wealth
California
$294K +$72.4K +224 +30%
GC
1037
Gibson Capital
Pennsylvania
$294K
FC
1038
Fulcrum Capital
Washington
$294K
DAM
1039
Delta Asset Management
Tennessee
$291K
CAI
1040
Capital Advisors Inc
Oklahoma
$291K -$19.4K -60 -6%
NRC
1041
New Republic Capital
North Carolina
$291K
FNWM
1042
Financial Network Wealth Management
Utah
$291K
ML
1043
McAdam LLC
Pennsylvania
$291K -$61.8K -191 -17%
FWA
1044
FSM Wealth Advisors
Ohio
$289K +$305K +942 New
AFC
1045
AFT Forsyth & Company
Florida
$289K -$3.88K -12 -1%
NB
1046
NBT Bank
New York
$287K
BA
1047
Bristlecone Advisors
Washington
$285K -$16.5K -51 -5%
SAF
1048
Smith Anglin Financial
Texas
$285K +$647 +2 +0.2%
APP
1049
Avantax Planning Partners
Iowa
$283K
RIL
1050
Rothschild Investment LLC
Illinois
$283K +$121K +375 +68%

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.