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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 %
OAP
726
One Advisory Partners
Kansas
$888K +$44.6K +128 +5%
ACIM
727
Azimuth Capital Investment Management
Michigan
$886K -$10.5K -31 -1%
AWM
728
Apollon Wealth Management
South Carolina
$885K +$12.2K +36 +1%
EP
729
Edgestream Partners
New Jersey
$884K +$244K +720 +38%
DDPIC
730
Deroy & Devereaux Private Investment Counsel
Michigan
$873K – – –
SWP
731
ShoreHaven Wealth Partners
New Jersey
$872K +$45.8K +135 +6%
CSIC
732
Clifford Swan Investment Counsel
California
$871K -$2.38K -7 -0.3%
RIA
733
Regal Investment Advisors
Michigan
$861K +$218K +643 +34%
NG
734
Northstar Group
New York
$859K – – –
IWM
735
IHT Wealth Management
Illinois
$858K -$8.15K -24 -0.9%
PCG
736
Prosperity Consulting Group
Maryland
$851K -$44.1K -130 -5%
WIA
737
Westbourne Investment Advisors
Maryland
$849K +$849K +2,500 New
CIA
738
Capital Investment Advisors
Georgia
$843K -$6.45K -19 -0.8%
CC
739
Courier Capital
New York
$839K -$187K -551 -18%
CTC
740
Central Trust Company
Missouri
$834K -$66.6K -196 -7%
SQA
741
Simon Quick Advisors
New Jersey
$829K +$14.6K +43 +2%
HL
742
HeadInvest LLC
Maine
$829K – – –
FWP
743
Falcon Wealth Planning
California
$824K -$11.5K -34 -1%
VCP
744
Vista Capital Partners
Oregon
$822K – – –
NAS
745
NWF Advisory Services
California
$819K +$819K +2,412 New
BHBT
746
Burke & Herbert Bank & Trust
Virginia
$817K -$25.5K -75 -3%
TPW
747
Transatlantique Private Wealth
New York
$811K – – –
PF
748
Penney Financial
Texas
$808K – – –
MWP
749
MYCIO Wealth Partners
Pennsylvania
$806K -$1.36M -3,991 -63%
CBA
750
Coastal Bridge Advisors
Connecticut
$803K +$803K +2,365 New
28 29
30
31 32