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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
WFA
1051
Wade Financial Advisory
California
$282K
BFC
1052
Bedel Financial Consulting
Indiana
$282K
ODFS
1053
O'Donnell Financial Services
California
$280K +$296K +914 New
GAA
1054
Global Assets Advisory
Florida
$280K +$309K +957 New
JWS
1055
Juncture Wealth Strategies
Arizona
$280K
VFIC
1056
Valley Forge Investment Consultants
Pennsylvania
$277K
AFWM
1057
AMJ Financial Wealth Management
Virginia
$277K +$292K +903 New
EFG
1058
Embree Financial Group
Illinois
$275K
NAM
1059
NTV Asset Management
West Virginia
$275K +$23K +71 +9%
KAM
1060
KEB Asset Management
Illinois
$272K
AA
1061
Alesco Advisors
New York
$271K
AWP
1062
Accretive Wealth Partners
New Jersey
$271K -$10.7K -33 -4%
CWP
1063
Cyndeo Wealth Partners
Florida
$271K -$449K -1,389 -61%
WRPWM
1064
Werba Rubin Papier Wealth Management
California
$270K +$647 +2 +0.2%
QIM
1065
Quest Investment Management
Oregon
$268K
CA
1066
Calton & Associates
Florida
$268K +$323 +1 +0.1%
EBT
1067
Enterprise Bank & Trust
Massachusetts
$267K
BCM
1068
BluePointe Capital Management
California
$267K +$281K +870 New
MCM
1069
MidAtlantic Capital Management
Virginia
$267K
SRC
1070
Sage Rhino Capital
California
$266K
ECM
1071
Evergreen Capital Management
Washington
$266K -$125K -388 -31%
CA
1072
Crewe Advisors
Utah
$266K +$139K +431 +99%
LSIA
1073
LaSalle St. Investment Advisors
Illinois
$265K +$279K +864 New
KCM
1074
Kanawha Capital Management
Virginia
$265K +$4.53K +14 +2%
HT
1075
Headlands Technologies
Illinois
$264K -$1.4M -4,340 -83%

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.