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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
AWS
201
Atria Wealth Solutions
New York
$11.5M +$606K +1,873 +5%
NMCM
202
Nicholson Meyer Capital Management
Missouri
$11.4M +$12.1M +37,288 New
TPCW
203
TD Private Client Wealth
New York
$11.2M +$833K +2,577 +8%
KIM
204
Karpus Investment Management
New York
$11.2M +$11.8M +36,450 New
NFC
205
Northstar Financial Companies
Pennsylvania
$11.1M -$1.95M -6,040 -14%
Janney Montgomery Scott
206
Janney Montgomery Scott
Pennsylvania
$11.1M -$296K -915 -2%
PAG
207
Private Advisor Group
New Jersey
$11M +$454K +1,403 +4%
CMBA
208
C.M. Bidwell & Associates
Hawaii
$11M +$4.02M +12,429 +53%
ACM
209
Advance Capital Management
Michigan
$10.7M -$118K -366 -1%
EPP
210
ETF Portfolio Partners
Kansas
$10.7M -$30.7K -95 -0.3%
GLLW
211
Graves Light Lenhart Wealth
Virginia
$10.5M -$9.7K -30 -0.1%
CAM
212
Campion Asset Management
Virginia
$10.4M -$48.8K -151 -0.4%
HIG
213
Heritage Investment Group
Florida
$9.96M -$572K -1,770 -5%
FC
214
Fiduciary Counselling
Minnesota
$9.95M +$385K +1,190 +4%
HC
215
Hamilton Capital
Ohio
$9.9M
NC
216
NewSquare Capital
Pennsylvania
$9.84M +$48.8K +151 +0.5%
CPSAC
217
Chas P. Smith & Associates (CPS)
Florida
$9.72M +$174K +539 +2%
SWP
218
Stratos Wealth Partners
Ohio
$9.63M -$945K -2,922 -9%
Franklin Resources
219
Franklin Resources
California
$9.42M +$2.25M +6,970 +29%
OFG
220
Oxford Financial Group
Indiana
$9.34M -$591K -1,827 -6%
BBNA
221
Bremer Bank National Association
Minnesota
$9.23M +$9.73M +30,091 New
SSB
222
Sandy Spring Bank
Maryland
$9.17M +$31.4K +97 +0.3%
FCM
223
Firestone Capital Management
Florida
$9.09M -$66.6K -206 -0.7%
ANBT
224
American National Bank & Trust
Texas
$9.09M +$119K +368 +1%
HSA
225
HBK Sorce Advisory
Pennsylvania
$9.06M -$163K -504 -2%

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.