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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
AIM
1301
Arcadia Investment Management
Michigan
$21.5K +$8.08K +25 +56%
AWM
1302
AllSquare Wealth Management
New York
$20.2K
AEPWM
1303
Atlantic Edge Private Wealth Management
Florida
$19.9K
LWANC
1304
Laurel Wealth Advisors (North Carolina)
North Carolina
$19.9K
AF
1305
Atala Financial
California
$19.9K
GEA
1306
Glen Eagle Advisors
New Jersey
$18.1K
MHR
1307
Matthew Hamilton Rosenberg
$16.6K -$16.5K -51 -49%
TWC
1308
TD Waterhouse Canada
Ontario, Canada
$16.2K +$17.1K +53 New
CSPIA
1309
Cary Street Partners Investment Advisory
Virginia
$16K +$16.8K +52 New
EWP
1310
Elevation Wealth Partners
California
$15.3K -$4.53K -14 -22%
FDCDDQ
1311
Federation des caisses Desjardins du Quebec
Quebec, Canada
$15.3K
ICCON
1312
Investment Counsel Company of Nevada
Nevada
$15.3K
GWM
1313
Graybill Wealth Management
Illinois
$15K +$15.8K +49 New
DF
1314
Dunhill Financial
United Kingdom
$14.2K
CRFG
1315
Columbia River Financial Group
Washington
$14K +$14.9K +46 New
VWWMG
1316
Vermillion & White Wealth Management Group
Pennsylvania
$13.8K
TCM
1317
Tradewinds Capital Management
Washington
$12.3K
HI
1318
Hoey Investments
Pennsylvania
$12K
BSB
1319
Bangor Savings Bank
Maine
$11.7K
IWP
1320
IAG Wealth Partners
Wisconsin
$11.3K
GAG
1321
Goodman Advisory Group
Massachusetts
$11.3K +$12K +37 New
MA
1322
MCF Advisors
Kentucky
$11K +$11.6K +36 New
CA
1323
Continuum Advisory
Idaho
$10.4K +$6.79K +21 +162%
Allspring Global Investments
1324
Allspring Global Investments
North Carolina
$9.85K -$234K -724 -96%
SWIM
1325
Smallwood Wealth Investment Management
New Jersey
$9.44K +$9.7K +30 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.