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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
Jones Financial Companies
1
Jones Financial Companies
Missouri
$3.12B +$162M +499,981 +5%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$3.01B -$7.41M -22,932 -0.2%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$1.37B -$69.8M -215,784 -5%
Bank of America
4
Bank of America
North Carolina
$1.27B +$18.2M +56,405 +1%
M&T Bank
5
M&T Bank
New York
$862M -$87.9M -271,886 -9%
Northern Trust
6
Northern Trust
Illinois
$834M +$11.6M +36,000 +1%
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$742M -$5.74M -17,743 -0.7%
BlackRock
8
BlackRock
New York
$738M +$147M +454,921 +23%
LPL Financial
9
LPL Financial
California
$737M -$5.35M -16,547 -0.7%
Morgan Stanley
10
Morgan Stanley
New York
$670M -$250K -773 -0%
Goldman Sachs
11
Goldman Sachs
New York
$577M +$16.6M +51,481 +3%
CCA
12
Catalyst Capital Advisors
New York
$519M +$28.6M +88,443 +6%
MRC
13
Millburn Ridgefield Corp
New York
$519M +$28.6M +88,443 +6%
Wells Fargo
14
Wells Fargo
California
$472M +$9.38M +29,009 +2%
JIC
15
Johnson Investment Counsel
Ohio
$417M +$10M +31,034 +2%
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$394M +$21.9M +67,721 +6%
JP Morgan Chase
17
JP Morgan Chase
New York
$392M +$4.97M +15,386 +1%
BF
18
BOK Financial
Oklahoma
$389M +$8.11M +25,080 +2%
CAPTRUST Financial Advisors
19
CAPTRUST Financial Advisors
North Carolina
$364M +$80.7M +249,466 +27%
Pathstone Holdings
20
Pathstone Holdings
New Jersey
$358M -$605K -1,870 -0.2%
Mercer Global Advisors
21
Mercer Global Advisors
Colorado
$310M +$76.3M +235,846 +30%
UBS Group
22
UBS Group
Switzerland
$299M +$3.25M +10,037 +1%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
23
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$291M
Focus Partners Wealth
24
Focus Partners Wealth
Massachusetts
$281M -$264K -818 -0.1%
CM
25
Churchill Management
California
$243M +$611K +1,891 +0.2%

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.