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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
AFAS
1126
Acorn Financial Advisory Services
Virginia
$230K
OCM
1127
One Capital Management
California
$227K +$9.05K +28 +4%
PWM
1128
Parkworth Wealth Management
California
$227K +$647 +2 +0.3%
AFA
1129
Allium Financial Advisors
Oregon
$225K +$237K +732 New
KWMG
1130
King Wealth Management Group
Florida
$224K -$18.8K -58 -7%
W
1131
WealthCollab
Washington
$224K
BPC
1132
Bearing Point Capital
Minnesota
$224K
MIM
1133
MTM Investment Management
South Carolina
$223K +$647 +2 +0.3%
SPC
1134
Sigma Planning Corp
Michigan
$223K +$8.73K +27 +4%
TC
1135
TFR Capital
Texas
$222K
FA
1136
Faithward Advisors
Pennsylvania
$222K
BFO
1137
Boston Family Office
Massachusetts
$222K
WE
1138
Wealth Effects
Massachusetts
$222K
MAA
1139
Matrix Asset Advisors
New York
$222K
FCG
1140
Financial Connections Group
California
$221K +$45.3K +140 +24%
EWM
1141
EPG Wealth Management
Georgia
$221K -$15.8K -49 -6%
BIA
1142
Bigelow Investment Advisors
Maine
$221K
IA
1143
Intellus Advisors
Florida
$221K
BPW
1144
Bingham Private Wealth
California
$221K
GAM
1145
GEM Asset Management
Michigan
$220K +$232K +716 New
AIM
1146
Athena Investment Management
California
$220K
CCP
1147
Carmel Capital Partners
California
$220K
CMAI
1148
Capital Management Associates Inc
Minnesota
$220K +$232K +716 New
RFA
1149
Rollins Financial Advisors
New York
$219K -$21.3K -66 -8%
PCMF
1150
Private Capital Management (Florida)
Florida
$217K

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.