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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
SVWAG
326
Sound View Wealth Advisors Group
Georgia
$4.91M +$186K +592 +4%
CWA
327
Consilio Wealth Advisors
Washington
$4.85M -$35.5K -113 -0.8%
T. Rowe Price Associates
328
T. Rowe Price Associates
Maryland
$4.8M -$948K -3,019 -18%
HCMT
329
Highland Capital Management (Tennessee)
Tennessee
$4.76M +$13.5K +43 +0.3%
PAWA
330
Palo Alto Wealth Advisors
California
$4.76M +$1.88K +6 +0%
ST
331
Sageworth Trust
Pennsylvania
$4.74M -$592K -1,886 -12%
BAAM
332
Baker Avenue Asset Management
California
$4.7M -$22.6K -72 -0.5%
LPAM
333
Lodestar Private Asset Management
California
$4.7M +$118K +377 +3%
VWA
334
Visionary Wealth Advisors
Illinois
$4.69M -$42.4K -135 -1%
VFA
335
Valeo Financial Advisors
Indiana
$4.67M +$1.15M +3,661 +36%
AFG
336
Atomi Financial Group
New York
$4.62M -$330K -1,051 -7%
CPIG
337
Chicago Partners Investment Group
Illinois
$4.55M -$9.1K -29 -0.2%
PFS
338
Prospera Financial Services
Texas
$4.52M +$93.5K +298 +2%
LW
339
Linscomb Wealth
Texas
$4.5M -$179K -571 -4%
MFT
340
Moisand Fitzgerald Tamayo
Florida
$4.47M -$155K -493 -4%
AC
341
Apella Capital
Connecticut
$4.45M +$39.2K +125 +1%
IA
342
IFC Advisors
California
$4.44M
HIA
343
Harbor Investment Advisory
Maryland
$4.44M -$113K -361 -3%
SFS
344
Summit Financial Strategies
Ohio
$4.43M +$369K +1,174 +10%
SHGA
345
Sand Hill Global Advisors
California
$4.43M +$746K +2,375 +22%
PBO
346
Peoples Bank (Ohio)
Ohio
$4.41M -$6.28K -20 -0.2%
SB
347
Strategic Blueprint
Georgia
$4.39M +$113K +359 +3%
TSS
348
Two Sigma Securities
New York
$4.39M +$4.06M +12,924 New
OSAM
349
O'Shaughnessy Asset Management
Connecticut
$4.39M +$71.9K +229 +2%
FTS
350
Fifth Third Securities
Ohio
$4.37M +$299K +952 +8%

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.