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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
XF
126
XML Financial
Maryland
$26.3M -$1.12M -3,474 -4%
WSFS
127
Wilmington Savings Fund Society
Delaware
$26.3M
KAS
128
Kestra Advisory Services
Texas
$25.8M -$1.29M -3,991 -5%
AIM
129
Allen Investment Management
New York
$25.6M +$380K +1,175 +1%
SI
130
Stephens Inc
Arkansas
$25M +$478K +1,477 +2%
CF
131
Copperwynd Financial
Arizona
$24.8M +$1.06M +3,291 +4%
OCG
132
Opus Capital Group
Ohio
$24.7M -$387K -1,197 -1%
MCM
133
MAI Capital Management
Ohio
$24.3M +$45.3K +140 +0.2%
SFA
134
Sequoia Financial Advisors
Ohio
$24M -$120K -371 -0.5%
S
135
Sachetta
Massachusetts
$23.8M +$323 +1 +0%
William Blair & Company
136
William Blair & Company
Illinois
$23.7M -$1.29M -3,982 -5%
P
137
&Partners
Tennessee
$22.9M +$15.8M +48,975 +188%
AWM
138
Act Wealth Management
Texas
$22.7M -$326K -1,009 -1%
MGIA
139
Moneta Group Investment Advisors
Missouri
$22.3M +$3.69M +11,407 +19%
NP
140
NorthRock Partners
Minnesota
$22.3M -$512K -1,583 -2%
FNBT
141
FineMark National Bank & Trust
Florida
$22.2M -$101K -313 -0.4%
AL
142
Aspiriant LLC
California
$22M +$866K +2,679 +4%
BCM
143
BTC Capital Management
Iowa
$21.6M -$2.11M -6,528 -8%
IWC
144
Integrated Wealth Concepts
Massachusetts
$21.4M +$3.5M +10,826 +18%
CAM
145
Cresset Asset Management
Illinois
$21.2M -$32K -99 -0.1%
CA
146
Clearstead Advisors
Ohio
$21M +$883K +2,730 +4%
MWM
147
Modera Wealth Management
New Jersey
$21M +$489K +1,512 +2%
GT
148
Glenmede Trust
Pennsylvania
$20.3M +$4.47M +13,837 +26%
MWM
149
Mission Wealth Management
California
$20M -$208K -643 -1%
KOC
150
Koss-Olinger Consulting
Florida
$19.9M -$1.11M -3,425 -5%

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.