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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
VBFG
601
Vishria Bird Financial Group
Tennessee
$1.42M
NW
602
NewEdge Wealth
Pennsylvania
$1.42M -$162K -515 -11%
CFO
603
Callan Family Office
Pennsylvania
$1.4M -$31.4K -100 -2%
AI
604
Atria Investments
North Carolina
$1.38M +$11.3K +36 +0.9%
TCA
605
Transcend Capital Advisors
New Jersey
$1.38M -$19.1K -61 -1%
PFG
606
Pacific Financial Group
Washington
$1.37M
Thrivent Financial for Lutherans
607
Thrivent Financial for Lutherans
Minnesota
$1.35M -$18M -57,195 -93%
PJWM
608
Philip James Wealth Mangement
Georgia
$1.35M -$314 -1 -0%
SC
609
SouthState Corp
Florida
$1.34M +$12.9K +41 +1%
HH
610
Hilltop Holdings
Texas
$1.34M -$2.56M -8,147 -67%
NCM
611
Neumann Capital Management
California
$1.34M -$15.7K -50 -1%
MAM
612
McCarthy Asset Management
California
$1.33M
GCM
613
Graver Capital Management
Ohio
$1.32M
BL
614
Balentine LLC
Georgia
$1.31M
CW
615
CreativeOne Wealth
Kansas
$1.31M +$229K +728 +23%
ES
616
Eagle Strategies
New York
$1.31M -$4.08K -13 -0.3%
PFPT
617
Pinnacle Financial Partners (Tennessee)
Tennessee
$1.29M
SAI
618
Savvy Advisors Inc
New York
$1.29M +$261K +830 +28%
SCM
619
SOL Capital Management
Maryland
$1.29M -$1.16M -3,680 -49%
TWM
620
Tanager Wealth Management
United Kingdom
$1.29M
SC
621
Soundwatch Capital
Connecticut
$1.28M +$133K +425 +11%
SSC
622
Syverson Strege & Co
Iowa
$1.28M +$1.88K +6 +0.2%
SWP
623
Sagespring Wealth Partners
Tennessee
$1.28M +$197K +629 +20%
KFI
624
Key Financial Inc
Pennsylvania
$1.28M +$15.7K +50 +1%
RWM
625
Rockwood Wealth Management
Pennsylvania
$1.27M -$126K -400 -10%

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.