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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
SC
1326
Steph & Co
Wisconsin
$9.2K
PSB
1327
Piscataqua Savings Bank
New Hampshire
$7.67K
SIS
1328
Strategic Investment Solutions
Illinois
$7.67K
PBK
1329
Peoples Bank (Kansas)
Kansas
$7.05K
MSWM
1330
Mowery & Schoenfeld Wealth Management
Illinois
$6.75K
PCM
1331
Palouse Capital Management
Washington
$6.75K -$70.8K -219 -91%
DCM
1332
Davis Capital Management
Florida
$6.44K
BC
1333
Barrett & Company
Rhode Island
$5.21K
HCP
1334
Hexagon Capital Partners
Arkansas
$4.91K
LWA
1335
Lowe Wealth Advisors
Maryland
$4.91K
National Bank of Canada
1336
National Bank of Canada
Quebec, Canada
$4.6K
AIM
1337
ARK Investment Management
Florida
$3.87K +$647 +2 +18%
WAS
1338
Winch Advisory Services
Wisconsin
$3.7K +$1.94K +6 +100%
AT
1339
Arlington Trust
Alabama
$3.37K
Barclays
1340
Barclays
United Kingdom
$3.07K +$3.23K +10 New
AIC
1341
Archer Investment Corporation
Indiana
$929 -$36.9K -114 -97%
WCM
1342
Weaver Capital Management
Georgia
$614
SMFG
1343
Sumitomo Mitsui Financial Group
Japan
-$129M -400,000 Closed
Renaissance Technologies
1344
Renaissance Technologies
New York
-$13M -40,500 Closed
IAA
1345
Independent Advisor Alliance
North Carolina
-$9M -27,936 Closed
PWA
1346
Principia Wealth Advisory
Texas
-$8.88M -27,575 Closed
Citadel Advisors
1347
Citadel Advisors
Florida
-$7.72M -23,877 Closed
FHB
1348
First Hawaiian Bank
Hawaii
-$7.49M -23,256 Closed
SW
1349
SVB Wealth
Massachusetts
-$5.58M -17,321 Closed
WP
1350
WMS Partners
Maryland
-$4.71M -14,630 Closed

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.