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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
WGC
1176
Watts Gwilliam & Co
Arizona
$203K +$214K +662 New
BOSSRA
1177
B.O.S.S. Retirement Advisors
Utah
$203K -$82.8K -256 -28%
WI
1178
WBI Investments
New Jersey
$203K +$214K +661 New
IIA
1179
IPG Investment Advisors
California
$202K -$30.7K -95 -13%
SVCP
1180
Silicon Valley Capital Partners
California
$202K +$647 +2 +0.3%
LA
1181
LexAurum Advisors
Kansas
$202K -$323 -1 -0.2%
RCM
1182
RMR Capital Management
California
$201K
LWMI
1183
Legacy Wealth Management (Idaho)
Idaho
$201K +$211K +654 New
CCFM
1184
Clear Creek Financial Management
Washington
$200K +$211K +653 New
MC
1185
Moors & Cabot
Massachusetts
$200K +$211K +653 New
FGAM
1186
Financial Gravity Asset Management
Texas
$198K +$209K +647 New
NG
1187
NWK Group
California
$196K
LCM
1188
Logan Capital Management
Pennsylvania
$194K
PWMG
1189
Prestige Wealth Management Group
New Jersey
$192K -$49.8K -154 -20%
FCMT
1190
Founders Capital Management (Texas)
Texas
$190K
HWM
1191
Hemington Wealth Management
Virginia
$178K
NEWAS
1192
N.E.W. Advisory Services
Wisconsin
$175K +$185K +571 New
NCM
1193
Northwest Capital Management
Oregon
$169K +$647 +2 +0.4%
BCM
1194
Blume Capital Management
California
$169K
RDFA
1195
Ritter Daniher Financial Advisory
Ohio
$168K
TCOV
1196
Trust Company of Vermont
Vermont
$167K +$5.5K +17 +3%
SWP
1197
SIMA Wealth Partners
Virginia
$165K
BTD
1198
BankPlus Trust Department
Mississippi
$162K -$22K -68 -11%
CSB
1199
City State Bank
Iowa
$161K
CWM
1200
Copia Wealth Management
Oregon
$160K

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.