IWB icon

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 %
PFA
651
Pathway Financial Advisors
Vermont
$1.15M – – –
HAP
652
Harbor Asset Planning
Massachusetts
$1.15M +$1.15M +3,374 New
BOPW
653
Brandywine Oak Private Wealth
Pennsylvania
$1.15M – – –
AC
654
AlphaCore Capital
California
$1.13M +$560K +1,649 +97%
FWA
655
FSM Wealth Advisors
Ohio
$1.13M +$809K +2,369 +251%
BG
656
Bollard Group
Massachusetts
$1.13M +$3.06K +9 +0.3%
WSWA
657
Warren Street Wealth Advisors
California
$1.12M -$340 -1 -0%
LBC
658
Lowe Brockenbrough & Co
Virginia
$1.12M +$645K +1,900 +135%
BFWA
659
Benchmark Financial Wealth Advisors
Florida
$1.12M +$590K +1,738 +112%
GF
660
Gries Financial
Ohio
$1.12M – – –
KV
661
Kickstand Ventures
New York
$1.11M -$115K -338 -9%
NA
662
Note Advisors
New York
$1.11M -$45.2K -133 -4%
LPT
663
Legacy Private Trust
Wisconsin
$1.11M -$91.3K -269 -8%
RW
664
Regimen Wealth
Georgia
$1.11M -$4.75K -14 -0.4%
DFA
665
DHJJ Financial Advisors
Illinois
$1.1M – – –
DP
666
Denver PWM
Colorado
$1.09M +$2.72K +8 +0.2%
W
667
Wealthquest
Ohio
$1.09M – – –
SB
668
Semitam Bonam
New York
$1.08M +$1.08M +3,186 New
OMC
669
Old Mission Capital
Illinois
$1.08M +$1.08M +3,176 New
GWSG
670
GPS Wealth Strategies Group
Colorado
$1.08M -$34K -100 -3%
MOS
671
MGO One Seven
Ohio
$1.08M -$95.4K -281 -8%
PG
672
Patten Group
Tennessee
$1.08M -$31.6K -93 -3%
MFA
673
McClarren Financial Advisors
Pennsylvania
$1.07M +$484K +1,426 +82%
ST
674
Spinnaker Trust
Maine
$1.07M – – –
CWA
675
CJM Wealth Advisers
Virginia
$1.07M – – –
25 26
27
28 29