We are live on ! Find out more
IWB icon

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
TPW
751
Transatlantique Private Wealth
New York
$811K
PF
752
Penney Financial
Texas
$808K
MWP
753
MYCIO Wealth Partners
Pennsylvania
$806K -$1.25M -3,991 -63%
CBA
754
Coastal Bridge Advisors
Connecticut
$803K +$742K +2,365 New
MWM
755
Mittelman Wealth Management
Massachusetts
$799K +$314K +999 +74%
UW
756
Unique Wealth
Florida
$793K +$109K +348 +18%
TWM
757
Topsail Wealth Management
North Carolina
$793K
MWM
758
Modern Wealth Management
Kansas
$792K +$16.6K +53 +2%
COI
759
Connable Office Inc
Michigan
$792K -$263K -837 -26%
GWA
760
Gutierrez Wealth Advisory
Arkansas
$791K +$731K +2,330 New
5W
761
5T Wealth
California
$791K +$430K +1,370 +143%
PFWA
762
Paces Ferry Wealth Advisors
Georgia
$787K +$314 +1 +0%
UFF
763
USA Financial Formulas
Michigan
$786K -$148K -470 -17%
Vontobel Holding
764
Vontobel Holding
Switzerland
$781K
MWAM
765
Manhattan West Asset Management
California
$779K -$40.8K -130 -5%
MWA
766
Midland Wealth Advisors
Illinois
$778K -$6.59K -21 -0.9%
S
767
SignatureFD
Georgia
$778K
VP
768
Verum Partners
North Carolina
$774K +$628 +2 +0.1%
HPC
769
HM Payson & Co
Maine
$772K
WJA
770
Willis Johnson & Associates
Texas
$769K +$4.39K +14 +0.6%
ONSWM
771
Old North State Wealth Management
North Carolina
$768K +$1.88K +6 +0.3%
TP
772
Tranquility Partners
Tennessee
$767K +$11K +35 +2%
NLP
773
Next Level Private
New York
$764K +$1.88K +6 +0.3%
SIC
774
Salem Investment Counselors
North Carolina
$761K
HG
775
Harbor Group
New Hampshire
$757K -$7.85K -25 -1%

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.