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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
HCM
1101
Hutchinson Capital Management
California
$247K
AWA
1102
Amplius Wealth Advisors
Pennsylvania
$245K -$16.2K -50 -6%
ISB
1103
Iowa State Bank
Iowa
$245K
MWM
1104
Melfa Wealth Management
Massachusetts
$245K
IP
1105
Isthmus Partners
Wisconsin
$244K
BIG
1106
Builder Investment Group
Georgia
$243K
MA
1107
Marquette Associates
Illinois
$243K +$152K +471 +147%
SSW
1108
Stone Summit Wealth
Florida
$242K
ISL
1109
Ingalls & Snyder LLC
New York
$241K
NEPPG
1110
New England Professional Planning Group
Rhode Island
$239K
PCS
1111
Personal CFO Solutions
New Jersey
$238K +$251K +775 New
FOR
1112
Family Office Research
Maryland
$237K +$323 +1 +0.1%
SAG
1113
SageView Advisory Group
California
$236K +$14.9K +46 +6%
LCG
1114
Lakeshore Capital Group
Illinois
$235K
PCA
1115
Pallas Capital Advisors
Massachusetts
$235K +$10.3K +32 +4%
BRM
1116
Boston Research & Management
Massachusetts
$235K
LAM
1117
Lewis Asset Management
California
$233K -$7.76K -24 -3%
RWA
1118
Redhawk Wealth Advisors
Minnesota
$233K -$4.53K -14 -2%
HFP
1119
Holistic Financial Partners
Indiana
$233K
HCM
1120
Highview Capital Management
Illinois
$233K -$163K -503 -40%
RWM
1121
Rialto Wealth Management
New York
$231K
KPWM
1122
KDK Private Wealth Management
Texas
$231K
AWA
1123
Alta Wealth Advisors
Massachusetts
$231K +$39.1K +121 +19%
AUB
1124
Atlantic Union Bankshares
Virginia
$230K
BHWM
1125
Beaird Harris Wealth Management
Texas
$230K +$51.1K +158 +27%

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.