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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
Cerity Partners
26
Cerity Partners
New York
$254M +$3.63M +11,560 +2%
LWMT
27
Legacy Wealth Management (Tennessee)
Tennessee
$247M -$9.25M -29,478 -4%
CFA
28
Capstone Financial Advisors
Illinois
$225M -$1.59M -5,063 -0.8%
US Bancorp
29
US Bancorp
Minnesota
$224M +$17M +54,034 +9%
Creative Planning
30
Creative Planning
Kansas
$223M -$2.93M -9,328 -1%
Raymond James Financial
31
Raymond James Financial
Florida
$197M -$6.16M -19,621 -3%
TIAA Trust, National Association
32
TIAA Trust, National Association
North Carolina
$189M -$7.18M -22,862 -4%
Comerica Bank
33
Comerica Bank
Texas
$188M -$5.2M -16,576 -3%
Wealth Enhancement Advisory Services
34
Wealth Enhancement Advisory Services
Minnesota
$187M +$64.4M +205,101 +61%
Mariner
35
Mariner
Kansas
$182M +$8.52M +27,143 +5%
HighTower Advisors
36
HighTower Advisors
Illinois
$169M +$3.62M +11,531 +2%
Empower Advisory Group
37
Empower Advisory Group
Colorado
$163M -$4.31M -13,717 -3%
HHGA
38
Halbert Hargrove Global Advisors
California
$158M +$141M +450,287 +2,783%
Ameriprise
39
Ameriprise
Minnesota
$154M -$5.51M -17,538 -4%
RCIM
40
Red Cedar Investment Management
Michigan
$147M -$6.18M -19,692 -4%
IC
41
IEQ Capital
California
$142M +$11.9M +37,783 +10%
Truist Financial
42
Truist Financial
North Carolina
$142M +$2.17M +6,901 +2%
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$141M +$18.7M +59,550 +17%
Fifth Third Bancorp
44
Fifth Third Bancorp
Ohio
$132M -$121K -384 -0.1%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
45
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$131M -$177M -564,000 -59%
CIBC Private Wealth Group
46
CIBC Private Wealth Group
Georgia
$125M -$2.08M -6,618 -2%
HSBC Holdings
47
HSBC Holdings
United Kingdom
$122M -$4.91M -15,656 -4%
AIA
48
Arbor Investment Advisors
North Carolina
$118M +$521K +1,660 +0.5%
MLFP
49
MPS Loria Financial Planners
Illinois
$113M -$3.1M -9,863 -3%
WA
50
Waverly Advisors
Alabama
$113M -$157K -499 -0.2%

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.