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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
DWM
1351
Dynasty Wealth Management
Florida
-$4.36M -13,523 Closed
JSAM
1352
J. Safra Asset Management
New York
-$3.56M -11,010 Closed
APCM
1353
Alaska Permanent Capital Management
Alaska
-$2.77M -8,604 Closed
RL
1354
Retireful LLC
Michigan
-$2.77M -8,594 Closed
Wolverine Trading
1355
Wolverine Trading
Illinois
-$2.31M -7,148 Closed
EFG
1356
Everhart Financial Group
Ohio
-$2.2M -6,833 Closed
OCM
1357
Objective Capital Management
Ohio
-$1.38M -4,275 Closed
TSS
1358
Two Sigma Securities
New York
-$1.35M -4,200 Closed
LP
1359
LMR Partners
United Kingdom
-$1.2M -3,712 Closed
LCWP
1360
Legacy Capital Wealth Partners
Arkansas
-$1.06M -3,293 Closed
SWM
1361
Scissortail Wealth Management
Oklahoma
-$1.01M -3,122 Closed
RYIA
1362
Roehl & Yi Investment Advisors
Oregon
-$869K -2,697 Closed
HFO
1363
Heritage Family Offices
Arizona
-$862K -2,675 Closed
MSFS
1364
Main Street Financial Solutions
Pennsylvania
-$761K -2,362 Closed
CI
1365
CPR Investments
Michigan
-$732K -2,273 Closed
SAS
1366
SMI Advisory Services
Indiana
-$704K -2,200 Closed
CCA
1367
Childress Capital Advisors
Texas
-$644K -2,000 Closed
SSA
1368
Schonfeld Strategic Advisors
New York
-$565K -1,754 Closed
AFA
1369
Antonelli Financial Advisors
Michigan
-$562K -1,743 Closed
VCM
1370
Virtue Capital Management
Tennessee
-$553K -1,715 Closed
LWAM
1371
Legacy Wealth Asset Management
Minnesota
-$547K -1,699 Closed
CCG
1372
Catalina Capital Group
California
-$543K -1,686 Closed
TI
1373
Trexquant Investment
Connecticut
-$527K -1,636 Closed
IWM
1374
Iams Wealth Management
Nebraska
-$498K -1,547 Closed
PPWP
1375
Premier Path Wealth Partners
New Jersey
-$476K -1,476 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.