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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
BBA
776
BLB&B Advisors
Pennsylvania
$755K
PF
777
PlanWiser Financial
Colorado
$754K -$62.5K -199 -8%
CSP
778
Cary Street Partners
Virginia
$753K +$97K +309 +16%
HCM
779
Hollencrest Capital Management
California
$750K
KBFS
780
Kohmann Bosshard Financial Services
Ohio
$749K
FAT
781
First American Trust
California
$746K -$11.3K -36 -2%
LAS
782
LWM Advisory Services
Florida
$746K -$1.57K -5 -0.2%
SIM
783
Synergy Investment Management
Florida
$745K
UF
784
Univest Financial
Pennsylvania
$743K +$8.16K +26 +1%
BFA
785
Buttonwood Financial Advisors
Maryland
$739K +$8.16K +26 +1%
KCPG
786
Kavar Capital Partners Group
Kansas
$736K
TW
787
TritonPoint Wealth
Maryland
$728K +$1.26K +4 +0.2%
IA
788
IFS Advisors
Kansas
$727K -$5.65K -18 -0.8%
UAS
789
United Asset Strategies
New York
$725K -$14.4K -46 -2%
EB
790
Eastern Bank
Massachusetts
$725K
WIM
791
WealthPlan Investment Management
Nebraska
$722K +$667K +2,125 New
SWA
792
SOA Wealth Advisors
New York
$720K +$628 +2 +0.1%
PGA
793
Portland Global Advisors
Maine
$719K +$665K +2,117 New
MA
794
MONECO Advisors
Connecticut
$718K -$8.79K -28 -1%
BF
795
Blankinship & Foster
California
$717K
SCA
796
STALEY CAPITAL ADVISERS
Pennsylvania
$713K
JWM
797
JPL Wealth Management
Colorado
$713K
CF
798
Centaurus Financial
California
$710K -$10.4K -33 -2%
SWP
799
SIMA Wealth Partners
Virginia
$707K +$484K +1,543 +286%
PIA
800
Perennial Investment Advisors
California
$698K +$20.4K +65 +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.