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iShares Russell 1000 ETF
IWB

Overview Fund Activity

1,372 hedge funds and large institutions have $33B invested in iShares Russell 1000 ETF in 2025 Q2 according to their latest regulatory filings, with 127 funds opening new positions, 419 increasing their positions, 437 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,372
Holders Change
+42
Holders Change %
+3.16%
% of All Funds
18.39%
Holding in Top 10
97
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+3.19%
% of All Funds
1.3%
New
127
Increased
419
Reduced
437
Closed
54
Calls
$21M
Puts
$3.29M
Net Calls
+$17.7M
Net Calls Change
+$45.6M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$209M
2
Jones Financial Companies
Jones Financial Companies
Missouri
+$198M
3
HHGA
Halbert Hargrove Global Advisors
California
+$153M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$106M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$70.5M

Top Sellers

1
BlackRock
BlackRock
New York
-$254M
2
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$192M
3
JHU
Johns Hopkins University
Maryland
-$126M
4
AC
Allstate Corporation
Illinois
-$103M
5
Morgan Stanley
Morgan Stanley
New York
-$91.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
GCM
401
G2 Capital Management
Ohio
$3.26M -$70.6K -208 -2%
HTC
402
Haverford Trust Company
Pennsylvania
$3.24M -$167K -493 -5%
EIP
403
Ellis Investment Partners
Pennsylvania
$3.22M -$6.11K -18 -0.2%
FWTB
404
First Western Trust Bank
Colorado
$3.22M -$155K -457 -5%
FWIA
405
Fort Washington Investment Advisors
Ohio
$3.18M -$622K -1,832 -16%
GCA
406
Genesee Capital Advisors
New York
$3.15M +$39.1K +115 +1%
Lazard Asset Management
407
Lazard Asset Management
New York
$3.11M -$255K -750 -8%
PSA
408
Plum Street Advisors
Louisiana
$3.1M -$121K -355 -4%
Chevy Chase Trust
409
Chevy Chase Trust
Maryland
$3.09M +$1.36K +4 +0%
AA
410
Ashford Advisors
New York
$3.09M – – –
MSS
411
Mitchell Sinkler & Starr
Pennsylvania
$3.08M +$17K +50 +0.6%
WF
412
Welch & Forbes
Massachusetts
$3.07M +$299K +881 +11%
Sumitomo Mitsui Trust Group
413
Sumitomo Mitsui Trust Group
Japan
$3.06M +$555K +1,635 +22%
RWMH
414
Riverpoint Wealth Management Holdings
Illinois
$3.06M +$7.47K +22 +0.2%
SFS
415
Security Financial Services
Indiana
$3.04M +$17K +50 +0.6%
UWPG
416
Ullmann Wealth Partners Group
Florida
$3.03M +$1.26M +3,701 +71%
KCP
417
Kera Capital Partners
California
$3.03M +$2.08M +6,113 +217%
CWM
418
Calamos Wealth Management
Illinois
$3.03M +$405K +1,194 +15%
DWM
419
Dynasty Wealth Management
Florida
$3.02M +$3.02M +8,901 New
KCM
420
KM Capital Management
Texas
$3.01M +$1.1M +3,232 +57%
BFG
421
Beacon Financial Group
Texas
$3M -$149K -438 -5%
GIA
422
GHP Investment Advisors
Colorado
$3M -$10.5K -31 -0.3%
MT
423
Midwest Trust
Kansas
$2.96M +$2.96M +8,705 New
KFP
424
KMG Fiduciary Partners
Ohio
$2.9M – – –
LI
425
LMCG Investments
Massachusetts
$2.88M -$1.11M -3,263 -28%
15 16
17
18 19