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iShares Russell 1000 ETF

1,388 hedge funds and large institutions have $33B invested in iShares Russell 1000 ETF in 2025 Q2 according to their latest regulatory filings, with 128 funds opening new positions, 423 increasing their positions, 438 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

538% more call options, than puts

Call options by funds: $21M | Put options by funds: $3.29M

133% more first-time investments, than exits

New positions opened: 128 | Existing positions closed: 55

10% more capital invested

Capital invested by funds: $30B → $33B (+$3.04B)

4% more funds holding

Funds holding: 1,3391,388 (+49)

2% more funds holding in top 10

Funds holding in top 10: 9597 (+2)

3% less repeat investments, than reductions

Existing positions increased: 423 | Existing positions reduced: 438

1.19% less ownership

Funds ownership: 80.65%79.47% (-1.2%)

Holders
1,388
Holders Change
+49
Holders Change %
+3.66%
% of All Funds
18.28%
Holding in Top 10
97
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.11%
% of All Funds
1.28%
New
128
Increased
423
Reduced
438
Closed
55
Calls
$21M
Puts
$3.29M
Net Calls
+$17.7M
Net Calls Change
+$45.6M
Name Holding Trade Value Shares
Change
Change in
Stake
CIC
251
Chilton Investment Company
Connecticut
$8.34M
LGWM
252
Litman Gregory Wealth Management
California
$8.34M -$88.2K -281 -1%
SA
253
Sanctuary Advisors
Indiana
$8.26M +$1.11M +3,543 +17%
TF
254
Tudor Financial
Ohio
$8.21M -$229K -731 -3%
MCM
255
MV Capital Management
Maryland
$8.14M -$103K -327 -1%
PFA
256
Pure Financial Advisors
California
$8.09M +$2.73M +8,687 +57%
FPCP
257
Fort Point Capital Partners
California
$8.02M -$191K -608 -3%
AWE
258
Avidian Wealth Enterprises
Texas
$7.96M -$856K -2,728 -10%
RZH
259
Relyea Zuckerberg Hanson
Connecticut
$7.82M +$502K +1,599 +7%
LNWTC
260
Laird Norton Wetherby Trust Company
Washington
$7.71M
Jane Street
261
Jane Street
New York
$7.7M +$7.12M +22,667 New
Natixis Advisors
262
Natixis Advisors
Massachusetts
$7.56M -$37.7K -120 -0.5%
BRWA
263
B. Riley Wealth Advisors
Florida
$7.53M +$6.96M +22,188 New
BFG
264
Bleakley Financial Group
New Jersey
$7.53M +$154K +491 +2%
KA
265
Klingman & Associates
New York
$7.49M
GS
266
GTS Securities
New York
$7.49M +$5.96M +18,997 +622%
Luther King Capital Management (LKCM)
267
Luther King Capital Management (LKCM)
Texas
$7.46M
AAM
268
Ackerman Asset Management
Maryland
$7.46M
AC
269
Avestar Capital
New York
$7.42M +$344K +1,096 +5%
AllianceBernstein
270
AllianceBernstein
Tennessee
$7.35M +$486K +1,547 +8%
BIM
271
Bridges Investment Management
Nebraska
$7.32M +$112K +356 +2%
LNWWM
272
Laird Norton Wetherby Wealth Management
California
$7.31M +$6.76M +21,541 New
USWIA
273
UP Strategic Wealth Investment Advisors
Pennsylvania
$7.3M
SWM
274
Spire Wealth Management
Virginia
$7.11M -$2.63M -8,364 -29%
URS
275
Utah Retirement Systems
Utah
$7.03M +$3.23M +10,300 +99%

IWB Hedge Fund Activity: Q2 2025 in Review

1,388 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 ETF (IWB) for Q2 2025, worth a combined $33B — up 10% from $30B a quarter earlier.

Buyers outnumbered sellers: 128 funds opened new IWB positions and 55 closed out — a net gain of 73 holders — while 423 added to existing stakes and 438 trimmed.

The largest buyer was Bank of America, adding an estimated $194M. The largest seller was BlackRock, cutting an estimated $235M.

  • 1,388 institutional investors held iShares Russell 1000 ETF (IWB) as of Q2 2025, up from 1,339 in Q1 2025.
  • Funds reported $33B of iShares Russell 1000 ETF stock for Q2 2025, up 10% quarter-over-quarter.
  • 128 funds opened new iShares Russell 1000 ETF positions in Q2 2025 and 55 closed out, a net change of +73 holders.
  • The largest iShares Russell 1000 ETF buyer in Q2 2025 was Bank of America, an estimated $194M added.
  • The largest iShares Russell 1000 ETF seller in Q2 2025 was BlackRock, an estimated $235M sold.

Based on aggregated 13F filings for Q2 2025.