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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
PWP
1076
Principle Wealth Partners
Connecticut
$262K
FA
1077
Financial Alternatives
California
$261K
NS
1078
NBC Securities
Alabama
$260K +$275K +850 New
KWA
1079
Kingswood Wealth Advisors
California
$260K +$274K +846 New
EFA
1080
Edge Financial Advisors
Illinois
$258K
BIA
1081
Benchmark Investment Advisors
Illinois
$258K
FCFC
1082
First Commonwealth Financial Corp
Pennsylvania
$258K
CP
1083
Covenant Partners
Tennessee
$257K
TCM
1084
Traynor Capital Management
Pennsylvania
$256K -$8.41K -26 -3%
RIP
1085
RAM Investment Partners
Washington
$256K
EWA
1086
Exencial Wealth Advisors
Oklahoma
$256K +$647 +2 +0.2%
ACM
1087
Allred Capital Management
Texas
$256K
WAOI
1088
Wealth Advisors of Iowa
Iowa
$255K
GWM
1089
Greenhouse Wealth Management
Connecticut
$254K +$647 +2 +0.2%
BHWM
1090
Bar Harbor Wealth Management
New Hampshire
$252K
AA
1091
Advisory Alpha
Michigan
$252K -$13.6K -42 -5%
AWM
1092
Abound Wealth Management
Tennessee
$251K +$323 +1 +0.1%
MW
1093
MBL Wealth
North Carolina
$251K +$20K +62 +8%
LC
1094
Lindbrook Capital
California
$251K
AFP
1095
Ausdal Financial Partners
Iowa
$251K -$63.1K -195 -19%
NL
1096
NWAM LLC
Washington
$250K +$264K +816 New
BWA
1097
BlueChip Wealth Advisors
Georgia
$249K
KFC
1098
Klingenstein Fields & Co
New York
$248K
OCPWS
1099
One Charles Private Wealth Services
Massachusetts
$248K
BHWA
1100
Beacon Harbor Wealth Advisors
Virginia
$248K -$21K -65 -7%

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.