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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 %
MWM
751
Mittelman Wealth Management
Massachusetts
$799K +$339K +999 +74%
UW
752
Unique Wealth
Florida
$793K +$118K +348 +18%
TWM
753
Topsail Wealth Management
North Carolina
$793K – – –
MWM
754
Modern Wealth Management
Kansas
$792K +$18K +53 +2%
COI
755
Connable Office Inc
Michigan
$792K -$284K -837 -26%
GWA
756
Gutierrez Wealth Advisory
Arkansas
$791K +$791K +2,330 New
5W
757
5T Wealth
California
$791K +$465K +1,370 +143%
PFWA
758
Paces Ferry Wealth Advisors
Georgia
$787K +$340 +1 +0%
UFF
759
USA Financial Formulas
Michigan
$786K -$160K -470 -17%
Vontobel Holding
760
Vontobel Holding
Switzerland
$781K – – –
MWAM
761
Manhattan West Asset Management
California
$779K -$44.1K -130 -5%
MWA
762
Midland Wealth Advisors
Illinois
$778K -$7.13K -21 -0.9%
S
763
SignatureFD
Georgia
$778K – – –
VP
764
Verum Partners
North Carolina
$774K +$679 +2 +0.1%
WJA
765
Willis Johnson & Associates
Texas
$769K +$4.75K +14 +0.6%
ONSWM
766
Old North State Wealth Management
North Carolina
$768K +$2.04K +6 +0.3%
TP
767
Tranquility Partners
Tennessee
$767K +$11.9K +35 +2%
NLP
768
Next Level Private
New York
$764K +$2.04K +6 +0.3%
SIC
769
Salem Investment Counselors
North Carolina
$761K – – –
HG
770
Harbor Group
New Hampshire
$757K -$8.49K -25 -1%
BBA
771
BLB&B Advisors
Pennsylvania
$755K – – –
PF
772
PlanWiser Financial
Colorado
$754K -$69.7K -199 -8%
CSP
773
Cary Street Partners
Virginia
$753K +$105K +309 +16%
HCM
774
Hollencrest Capital Management
California
$750K – – –
KBFS
775
Kohmann Bosshard Financial Services
Ohio
$749K – – –
29 30
31
32 33