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iShares Russell 1000 ETF
IWB

Overview Fund Activity

1,330 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
Holders
1,330
Holders Change
-16
Holders Change %
-1.19%
% of All Funds
18.06%
Holding in Top 10
94
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-12.15%
% of All Funds
1.28%
New
89
Increased
407
Reduced
446
Closed
75
Calls
$19.8M
Puts
$47.7M
Net Calls
-$27.9M
Net Calls Change
+$31.9M

Top Buyers

1
Jones Financial Companies
Jones Financial Companies
Missouri
+$153M
2
BlackRock
BlackRock
New York
+$140M
3
AC
Allstate Corporation
Illinois
+$105M
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$76.5M
5
IC
IEQ Capital
California
+$74.6M

Top Sellers

1
Millennium Management
Millennium Management
New York
-$731M
2
HHGA
Halbert Hargrove Global Advisors
California
-$151M
3
CI
Constellation Investments
Ohio
-$142M
4
SMFG
Sumitomo Mitsui Financial Group
Japan
-$129M
5
M&T Bank
M&T Bank
New York
-$83.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
1101
Marquette Associates
Illinois
$243K +$144K +471 +147%
SSW
1102
Stone Summit Wealth
Florida
$242K – – –
ISL
1103
Ingalls & Snyder LLC
New York
$241K – – –
NEPPG
1104
New England Professional Planning Group
Rhode Island
$239K – – –
HBS
1105
Howard Bailey Securities
Indiana
$239K – – –
PCS
1106
Personal CFO Solutions
New Jersey
$238K +$238K +775 New
FOR
1107
Family Office Research
Maryland
$237K +$307 +1 +0.1%
SAG
1108
SageView Advisory Group
California
$236K +$14.1K +46 +6%
LCG
1109
Lakeshore Capital Group
Illinois
$235K – – –
PCA
1110
Pallas Capital Advisors
Massachusetts
$235K +$9.82K +32 +4%
BRM
1111
Boston Research & Management
Massachusetts
$235K – – –
LAM
1112
Lewis Asset Management
California
$233K -$7.36K -24 -3%
RWA
1113
Redhawk Wealth Advisors
Minnesota
$233K -$4.3K -14 -2%
HFP
1114
Holistic Financial Partners
Indiana
$233K – – –
HCM
1115
Highview Capital Management
Illinois
$233K -$154K -503 -40%
RWM
1116
Rialto Wealth Management
New York
$231K – – –
KPWM
1117
KDK Private Wealth Management
Texas
$231K – – –
AWA
1118
Alta Wealth Advisors
Massachusetts
$231K +$37.1K +121 +19%
AUB
1119
Atlantic Union Bankshares
Virginia
$230K – – –
BHWM
1120
Beaird Harris Wealth Management
Texas
$230K +$48.4K +158 +27%
AFAS
1121
Acorn Financial Advisory Services
Virginia
$230K – – –
OCM
1122
One Capital Management
California
$227K +$8.6K +28 +4%
PWM
1123
Parkworth Wealth Management
California
$227K +$613 +2 +0.3%
AFA
1124
Allium Financial Advisors
Oregon
$225K +$225K +732 New
KWMG
1125
King Wealth Management Group
Florida
$224K -$17.8K -58 -7%
43 44
45
46 47