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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
I
1376
INVST
Indiana
-$419K -1,300 Closed
GHA
1377
GW Henssler & Associates
Georgia
-$377K -1,200 Closed
PPC
1378
Park Place Capital
Alabama
-$352K -1,093 Closed
TCM
1379
Telos Capital Management
California
-$342K -1,060 Closed
RW
1380
Rockport Wealth
Ohio
-$338K -1,048 Closed
NCFG
1381
New Century Financial Group
New Jersey
-$336K -1,032 Closed
HIGP
1382
Hill Investment Group Partners
Missouri
-$280K -869 Closed
PCA
1383
Prosperity Capital Advisors
Ohio
-$258K -801 Closed
ICP
1384
Impact Capital Partners
Colorado
-$256K -796 Closed
HBS
1385
Howard Bailey Securities
Indiana
-$251K -779 Closed
NAG
1386
Northstar Advisory Group
New Jersey
-$249K -774 Closed
ACC
1387
Acorn Creek Capital
Colorado
-$243K -754 Closed
DI
1388
Disciplined Investments
Oklahoma
-$237K -736 Closed
AWAG
1389
ARS Wealth Advisors Group
Florida
-$226K -701 Closed
RG
1390
Rathbones Group
United Kingdom
-$224K -694 Closed
NQWM
1391
Northwest Quadrant Wealth Management
Oregon
-$222K -690 Closed
OPA
1392
Old Port Advisors
Maine
-$214K -664 Closed
MFA
1393
Millington Financial Advisors
Illinois
-$214K -650 Closed
UBV
1394
United Bank (Virginia)
Virginia
-$209K -650 Closed
GAM
1395
Gould Asset Management
California
-$207K -644 Closed
SA
1396
Seneschal Advisors
Washington
-$207K -643 Closed
TPWM
1397
Twelve Points Wealth Management
Massachusetts
-$207K -643 Closed
OC
1398
Oarsman Capital
Wisconsin
-$207K -642 Closed
CFGS
1399
Concourse Financial Group Securities
Alabama
-$211K -632 Closed
NCM
1400
Novare Capital Management
North Carolina
-$204K -632 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.