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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
BWA
176
Bordeaux Wealth Advisors
California
$14.9M
RP
177
Rice Partnership
Hawaii
$14.5M +$295K +912 +2%
Legal & General Group
178
Legal & General Group
United Kingdom
$14.5M -$3.15M -9,751 -17%
SCM
179
SCS Capital Management
Massachusetts
$14.5M +$15.3M +47,167 New
SC
180
Savant Capital
Illinois
$14.4M -$53.7K -166 -0.4%
GWS
181
Glassman Wealth Services
Virginia
$13.7M -$557K -1,723 -4%
Bessemer Group
182
Bessemer Group
New Jersey
$13.3M +$88.6K +274 +0.6%
QCM
183
Quantinno Capital Management
New York
$13.2M +$9.17M +28,365 +194%
AG
184
AlTi Global
New York
$13.2M -$290K -898 -2%
LI
185
Latigo Investments
Florida
$13.1M
NEPWA
186
New England Private Wealth Advisors
Massachusetts
$13M +$30.7K +95 +0.2%
FA
187
Fiducient Advisors
Illinois
$12.7M +$2.11M +6,514 +19%
JSW
188
Journey Strategic Wealth
New Jersey
$12.7M +$725K +2,243 +6%
HWM
189
HB Wealth Management
Georgia
$12.6M +$4.77M +14,748 +56%
JFG
190
JMG Financial Group
Illinois
$12.6M -$98.3K -304 -0.7%
YIA
191
YHB Investment Advisors
Connecticut
$12.5M +$269K +832 +2%
JIP
192
Jaffetilchin Investment Partners
Florida
$12.2M +$56.6K +175 +0.4%
WAP
193
Wealthcare Advisory Partners
Pennsylvania
$12.1M +$4.16M +12,856 +48%
CGL
194
Clarius Group LLC
Washington
$12.1M
GT
195
Glenview Trust
Kentucky
$12M -$787K -2,433 -6%
FT
196
Fiduciary Trust
Massachusetts
$11.9M +$18.1K +56 +0.1%
CB
197
Centennial Bank
Arkansas
$11.8M -$1.05M -3,254 -8%
CRC
198
Curi RMB Capital
Illinois
$11.8M -$2.24M -6,931 -15%
BCWM
199
Bartlett & Co Wealth Management
Ohio
$11.6M -$1.62K -5 -0%
BFS
200
Bradley Foster & Sargent
Connecticut
$11.6M -$45.9K -142 -0.4%

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.