We are live on ! Find out more
IWB icon

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
BFP
101
Brewster Financial Planning
New York
$36.4M -$438K -1,356 -1%
BPA
102
Beacon Pointe Advisors
California
$35.4M +$321K +993 +0.9%
SC
103
Schoolcraft Capital
Colorado
$33.9M -$897K -2,774 -2%
BB
104
Busey Bank
Illinois
$33.1M -$143K -443 -0.4%
HFS
105
Hoge Financial Services
Pennsylvania
$33M +$1.38M +4,266 +4%
MA
106
Montag & Associates
Georgia
$32.8M -$893K -2,762 -3%
SIC
107
Sigma Investment Counselors
Michigan
$32.6M -$1.69M -5,224 -5%
SLT
108
St Louis Trust
Missouri
$32.6M -$10.2M -31,539 -23%
WTC
109
WhitTier Trust Company
Nevada
$32.4M
FPTW
110
Franklin, Parlapiano, Turner & Welch
Texas
$31.8M -$333K -1,030 -1%
TC
111
Trust Company
Kansas
$31.4M +$18.4M +57,060 +126%
DIP
112
DT Investment Partners
Pennsylvania
$31.2M -$7.69M -23,771 -19%
CI
113
Constellation Investments
Ohio
$31.1M -$150M -464,000 -82%
RFA
114
RTD Financial Advisors
Pennsylvania
$29.5M -$1.45M -4,489 -4%
TWP
115
TFO Wealth Partners
Ohio
$27.8M +$29.3M +90,596 New
RhumbLine Advisers
116
RhumbLine Advisers
Massachusetts
$27.8M +$5.35M +16,545 +22%
WFAG
117
Wescott Financial Advisory Group
Pennsylvania
$27.8M -$1.1M -3,394 -4%
LA
118
Legacy Advisors
Pennsylvania
$27.7M -$183K -567 -0.6%
RSWM
119
Robertson Stephens Wealth Management
California
$27M +$10.7K +33 +0%
P
120
Pitcairn
Pennsylvania
$27M -$233K -722 -0.8%
PIM
121
Parker Investment Management
California
$27M
Neuberger Berman Group
122
Neuberger Berman Group
New York
$26.9M +$10.8M +33,260 +61%
WT
123
Whittier Trust
California
$26.5M +$32.3K +100 +0.1%
GPW
124
Gray Private Wealth
Massachusetts
$26.4M -$576K -1,781 -2%
MHC
125
May Hill Capital
Massachusetts
$26.4M +$9.38K +29 +0%

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.