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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
AGC
1401
Aspen Grove Capital
Colorado
-$203K -631 Closed
CFA
1402
CWS Financial Advisors
Michigan
-$202K -628 Closed
NW
1403
Naviter Wealth
Arkansas
-$202K -627 Closed
SAM
1404
Satovsky Asset Management
New York
-$202K -626 Closed
AWA
1405
AGH Wealth Advisors
Kansas
-$201K -625 Closed
HCM
1406
Howland Capital Management
Massachusetts
-$201K -623 Closed
LIA
1407
LS Investment Advisors
Michigan
-$200K -622 Closed
PA
1408
Pineridge Advisors
Missouri
-$134K -416 Closed
MCM
1409
Mainstream Capital Management
California
-$86.7K -269 Closed
KIM
1410
Kestra Investment Management
Texas
-$39.3K -122 Closed
CCP
1411
Clarkston Capital Partners
Michigan
-$33.2K -103 Closed
TCG
1412
Transcendent Capital Group
Oklahoma
-$23.4K -73 Closed
CJ
1413
Caitlin John
Michigan
-$19.7K -61 Closed
AIA
1414
Angeles Investment Advisors
California
-$10.3K -32 Closed
VHAM
1415
Van Hulzen Asset Management
California
-$9.66K -30 Closed
SIS
1416
Sound Income Strategies
Florida
-$7.41K -23 Closed
CPA
1417
Cardiff Park Advisors
California
-$6.12K -19 Closed
SSG
1418
Summit Securities Group
New York
-$3.22K -10 Closed
IWM
1419
IMG Wealth Management
Florida
-$1.93K -6 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.