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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
SPA
301
Sentinel Pension Advisors
Massachusetts
$5.56M -$7.22K -23 -0.1%
WPW
302
Waldron Private Wealth
Pennsylvania
$5.54M -$23.2K -74 -0.5%
KeyBank National Association
303
KeyBank National Association
Ohio
$5.47M -$201K -640 -4%
GVAG
304
Great Valley Advisor Group
Delaware
$5.44M +$443K +1,411 +10%
TDWM
305
Topel & Distasi Wealth Management
California
$5.37M +$11K +35 +0.2%
ATPW
306
Ashton Thomas Private Wealth
Arizona
$5.36M -$162K -516 -3%
WAM
307
WealthTrust Asset Management
Florida
$5.34M +$1.89M +6,031 +62%
Financial Engines Advisors
308
Financial Engines Advisors
California
$5.32M -$1.73M -5,515 -26%
EWM
309
Evercore Wealth Management
New York
$5.28M -$9.42K -30 -0.2%
SWM
310
Shelton Wealth Management
Texas
$5.27M -$296K -943 -6%
ACA
311
Anchor Capital Advisors
Massachusetts
$5.27M -$312K -993 -6%
Prudential Financial
312
Prudential Financial
New Jersey
$5.26M +$2.43M +7,748 +100%
FFB
313
First Financial Bankshares
Texas
$5.26M +$12.2K +39 +0.3%
ACM
314
Aspen Capital Management
Idaho
$5.25M -$19.5K -62 -0.4%
TCB
315
Texas Capital Bancshares
Texas
$5.21M -$13.5K -43 -0.3%
RCAG
316
Rehmann Capital Advisory Group
Michigan
$5.19M +$1.88K +6 +0%
SCTC
317
Sanibel Captiva Trust Company
Florida
$5.18M
SIA
318
Strategic Investment Advisors
Michigan
$5.1M -$70.9K -226 -1%
LTL
319
Lowery Thomas LLC
California
$5.1M +$11.3K +36 +0.2%
TIAAOA
320
Teachers Insurance & Annuity Association of America
New York
$5.08M
AF
321
Allworth Financial
California
$5.06M +$532K +1,694 +13%
VT
322
Vise Technologies
New York
$5.04M +$4.66M +14,833 New
SFA
323
Seneca Financial Advisors
New York
$4.98M -$16.3K -52 -0.4%
STA
324
Summit Trail Advisors
New York
$4.97M +$4.59M +14,630 New
EW
325
Evoke Wealth
California
$4.92M +$863K +2,749 +23%

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.