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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
HA
376
HFG Advisors
Ohio
$3.84M -$24.2K -77 -0.7%
FSA
377
Financial Services Advisory
Maryland
$3.82M -$42.4K -135 -1%
DADC
378
D.A. Davidson & Co
Montana
$3.79M -$1.57K -5 -0%
PFM
379
Phillips Financial Management
Indiana
$3.79M -$9.73K -31 -0.3%
BBHC
380
Brown Brothers Harriman & Co
New York
$3.77M -$688K -2,192 -16%
EWA
381
EverSource Wealth Advisors
Alabama
$3.76M +$3.27M +10,416 +1,562%
AG
382
Ascent Group
Virginia
$3.72M -$183K -583 -5%
MCCA
383
Mill Creek Capital Advisors
Pennsylvania
$3.7M +$354K +1,127 +12%
MWC
384
MKD Wealth Coaches
Michigan
$3.68M -$146K -464 -4%
AI
385
Accredited Investors
Minnesota
$3.65M -$40.8K -130 -1%
TFF
386
The Family Firm
Maryland
$3.64M -$46.8K -149 -1%
Renaissance Technologies
387
Renaissance Technologies
New York
$3.63M +$3.36M +10,700 New
MSRPS
388
Maryland State Retirement & Pension System
Maryland
$3.61M +$2.4M +7,642 +255%
FMWA
389
Forvis Mazars Wealth Advisors
Missouri
$3.55M +$87.9K +280 +3%
OP
390
ORG Partners
Indiana
$3.54M +$71.6K +228 +2%
HIS
391
Horizon Investment Services
Indiana
$3.51M -$131K -417 -4%
HHRDM
392
H&H Retirement Design & Management
Nevada
$3.49M +$205K +653 +7%
LCOV
393
London Company of Virginia
Virginia
$3.48M +$2.46M +7,841 +324%
LSA
394
Lansing Street Advisors
Pennsylvania
$3.47M +$8.16K +26 +0.3%
AF
395
Apexium Financial
Texas
$3.46M
TAM
396
Tocqueville Asset Management
New York
$3.43M -$37.7K -120 -1%
CWM
397
Cranbrook Wealth Management
Michigan
$3.41M +$20.7K +66 +0.7%
EK
398
Evensky & Katz
Florida
$3.38M +$7.85K +25 +0.3%
PGFC
399
Peapack-Gladstone Financial Corp
New Jersey
$3.36M -$191K -609 -6%
CWM
400
Congress Wealth Management
Massachusetts
$3.32M +$1.89M +6,028 +161%

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.