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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
CFD
1201
Creative Financial Designs
Indiana
$160K -$15.5K -48 -8%
FPF
1202
First Pacific Financial
Washington
$155K -$3.56K -11 -2%
TCA
1203
Trifecta Capital Advisors
Illinois
$153K
CFB
1204
Cullen/Frost Bankers
Texas
$149K +$20.7K +64 +15%
HI
1205
Harbour Investments
Wisconsin
$147K -$16.8K -52 -10%
MEG
1206
Millstone Evans Group
Colorado
$147K +$125K +387 +425%
GI
1207
GAMMA Investing
California
$139K
PPWM
1208
PFG Private Wealth Management
Florida
$138K +$5.5K +17 +4%
POIA
1209
Pin Oak Investment Advisors
Texas
$136K
DWM
1210
Darwin Wealth Management
Florida
$133K
IBOK
1211
Independence Bank of Kentucky
Kentucky
$133K +$50.1K +155 +56%
WIM
1212
Westside Investment Management
California
$132K
ME
1213
McIlrath & Eck
Washington
$125K +$323 +1 +0.2%
HFS
1214
Hantz Financial Services
Michigan
$124K +$46.2K +143 +55%
EAM
1215
Eukles Asset Management
Ohio
$119K +$35.9K +111 +40%
Amundi
1216
Amundi
France
$119K -$152K -469 -55%
HFS
1217
Hughes Financial Services
Virginia
$118K +$124K +383 New
FLP
1218
Financial Life Planners
Arizona
$117K +$323 +1 +0.3%
RF
1219
Roxbury Financial
New Jersey
$116K +$69.5K +215 +155%
FM
1220
Family Management
New York
$115K
PW
1221
Pandora Wealth
Illinois
$114K +$120K +371 New
CMA
1222
Cedar Mountain Advisors
Oregon
$113K -$1.29K -4 -1%
BIM
1223
Breakwater Investment Management
Washington
$111K
PS
1224
Pinney & Scofield
Massachusetts
$110K
BCMLT
1225
Beacon Capital Management LLC (Tennessee)
Tennessee
$108K -$6.79K -21 -6%

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.