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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
Calamos Advisors
1151
Calamos Advisors
Illinois
$217K +$26.2K +81 +13%
EWA
1152
Evolution Wealth Advisors
Florida
$216K
AP
1153
Aspect Partners
Virginia
$215K
KFA
1154
Kapstone Financial Advisors
Ohio
$215K
State Street
1155
State Street
Massachusetts
$215K
QWM
1156
Quadcap Wealth Management
Texas
$213K
6F
1157
626 Financial
Michigan
$212K
FCG
1158
Fielder Capital Group
Tennessee
$212K
CA
1159
Crumly & Associates
Illinois
$210K
TFO
1160
Timonier Family Office
North Carolina
$210K
WPW
1161
Watershed Private Wealth
Illinois
$209K -$7.44K -23 -3%
SPFA
1162
Summit Place Financial Advisors
New Jersey
$209K
TPWA
1163
Twin Peaks Wealth Advisors
California
$209K +$230K +710 New
HS
1164
Horan Securities
United States
$208K -$7.11K -22 -3%
FCM
1165
Fortis Capital Management
Washington
$207K +$647 +2 +0.3%
NC
1166
NovaPoint Capital
Georgia
$207K
PK
1167
Pflug Koory
Nebraska
$207K
WCM
1168
Windsor Capital Management
Arizona
$206K -$8.41K -26 -4%
MMA
1169
Miracle Mile Advisors
California
$206K +$217K +671 New
BOC
1170
Blue Oak Capital
California
$205K -$400K -1,238 -65%
EWA
1171
EverSource Wealth Advisors
Alabama
$205K -$126K -390 -37%
AWM
1172
Affinity Wealth Management
Delaware
$204K
3F
1173
360 Financial
Minnesota
$204K -$21K -65 -9%
BDFN
1174
Bond & Devick Financial Network
Minnesota
$203K
WFS
1175
WealthGarden F.S.
California
$203K +$214K +663 New

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.