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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
MCWS
51
McKinley Carter Wealth Services
West Virginia
$103M +$17K +54 +0%
Bank of Montreal
52
Bank of Montreal
Ontario, Canada
$96M -$3.08M -9,804 -3%
Cetera Investment Advisers
53
Cetera Investment Advisers
Illinois
$91.2M -$3.02M -9,634 -3%
JHU
54
Johns Hopkins University
Maryland
$89.8M -$116M -370,450 -58%
WAG
55
Winthrop Advisory Group
Massachusetts
$87.3M +$8.46M +26,957 +12%
ANTB
56
AMG National Trust Bank
Colorado
$84.1M -$269K -857 -0.3%
Baird Financial Group
57
Baird Financial Group
Wisconsin
$80.2M -$304K -970 -0.4%
PA
58
Parkside Advisors
California
$75.1M -$1.2M -3,825 -2%
Commonwealth Equity Services
59
Commonwealth Equity Services
Massachusetts
$73.3M -$3.96M -12,631 -6%
BP
60
Ballentine Partners
Massachusetts
$73.1M -$2.55M -8,139 -4%
CCM
61
Coldstream Capital Management
Washington
$72.3M -$713K -2,271 -1%
BFPW
62
BOK Financial Private Wealth
Colorado
$70.7M -$3.56M -11,352 -5%
JWA
63
JFS Wealth Advisors
Pennsylvania
$70.2M -$272K -865 -0.4%
CB
64
Commerce Bank
Missouri
$68.5M -$514K -1,636 -0.8%
WT
65
Washington Trust
Rhode Island
$66.4M -$1.1M -3,501 -2%
Stifel Financial
66
Stifel Financial
Missouri
$64.3M +$1.22M +3,891 +2%
BNP Paribas Financial Markets
67
BNP Paribas Financial Markets
France
$63M -$185K -588 -0.3%
Brown Advisory
68
Brown Advisory
Maryland
$63M +$10.1M +32,265 +21%
Kovitz Investment Group Partners
69
Kovitz Investment Group Partners
Illinois
$62.8M +$1.3M +4,130 +2%
PS
70
Principal Securities
Iowa
$60.8M +$4.07M +12,970 +8%
BJL
71
Brighton Jones LLC
Washington
$60.4M -$197K -629 -0.4%
FA
72
Fountainhead AM
New Jersey
$60.2M -$880K -2,802 -2%
Cambridge Investment Research Advisors
73
Cambridge Investment Research Advisors
Iowa
$60M +$1.03M +3,294 +2%
WANY
74
Wealthspire Advisors (New York)
New York
$59.7M +$641K +2,042 +1%
Envestnet Portfolio Solutions
75
Envestnet Portfolio Solutions
Illinois
$59.4M -$12.5M -39,799 -19%

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.