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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
LCWP
726
Legacy Capital Wealth Partners
Arkansas
$910K +$842K +2,681 New
TWM
727
Tradition Wealth Management
Minnesota
$910K -$2.2K -7 -0.3%
GIA
728
Gladstone Institutional Advisory
Florida
$897K -$21K -67 -2%
SFP
729
Shepherd Financial Partners
Massachusetts
$892K
OAP
730
One Advisory Partners
Kansas
$888K +$40.2K +128 +5%
ACIM
731
Azimuth Capital Investment Management
Michigan
$886K -$9.73K -31 -1%
AWM
732
Apollon Wealth Management
South Carolina
$885K +$11.3K +36 +1%
EP
733
Edgestream Partners
New Jersey
$884K +$226K +720 +38%
DDPIC
734
Deroy & Devereaux Private Investment Counsel
Michigan
$873K
SWP
735
ShoreHaven Wealth Partners
New Jersey
$872K +$42.4K +135 +6%
CSIC
736
Clifford Swan Investment Counsel
California
$871K -$2.2K -7 -0.3%
RIA
737
Regal Investment Advisors
Michigan
$861K +$202K +643 +34%
NG
738
Northstar Group
New York
$859K
IWM
739
IHT Wealth Management
Illinois
$858K -$7.53K -24 -0.9%
PCG
740
Prosperity Consulting Group
Maryland
$851K -$40.8K -130 -5%
WIA
741
Westbourne Investment Advisors
Maryland
$849K +$785K +2,500 New
CIA
742
Capital Investment Advisors
Georgia
$843K -$5.96K -19 -0.8%
CC
743
Courier Capital
New York
$839K -$173K -551 -18%
CTC
744
Central Trust Company
Missouri
$834K -$61.5K -196 -7%
SQA
745
Simon Quick Advisors
New Jersey
$829K +$13.5K +43 +2%
HL
746
HeadInvest LLC
Maine
$829K
FWP
747
Falcon Wealth Planning
California
$824K -$10.7K -34 -1%
VCP
748
Vista Capital Partners
Oregon
$822K
NAS
749
NWF Advisory Services
California
$819K +$757K +2,412 New
BHBT
750
Burke & Herbert Bank & Trust
Virginia
$817K -$23.5K -75 -3%

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.