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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 %
BWL
801
Bogart Wealth LLC
Virginia
$685K +$133K +393 +24%
AG
802
AmeriFlex Group
Nevada
$683K -$24.9K -74 -4%
HWMG
803
Hurlow Wealth Management Group
Indiana
$682K – – –
HWM
804
Hohimer Wealth Management
Washington
$678K – – –
FB
805
Fulton Bank
Pennsylvania
$677K -$16.6K -49 -2%
PL
806
Parthenon LLC
Kentucky
$672K – – –
RP
807
Riverbridge Partners
Minnesota
$672K – – –
SAS
808
SMI Advisory Services
Indiana
$671K +$671K +1,957 New
SWGC
809
Summit Wealth Group (Colorado)
Colorado
$671K +$671K +1,975 New
AIA
810
Accelerate Investment Advisors
California
$670K +$67.6K +199 +11%
ASC
811
Atalanta Sosnoff Capital
New York
$669K -$878K -2,586 -57%
SPWG
812
Sage Private Wealth Group
Illinois
$669K +$109K +321 +19%
SFS
813
Sowell Financial Services
Arkansas
$662K – – –
SSWM
814
Smith Salley Wealth Management
North Carolina
$662K – – –
CNBTD
815
Citizens National Bank Trust Department
Mississippi
$654K -$25.5K -75 -4%
SNB
816
Security National Bank
Nebraska
$654K – – –
CPG
817
Cornerstone Planning Group
New Jersey
$647K -$100K -291 -13%
MBTD
818
Mechanics Bank - Trust Department
California
$645K – – –
CFG
819
Carter Financial Group
Illinois
$641K +$641K +1,887 New
AWA
820
Alta Wealth Advisors
Massachusetts
$641K +$385K +1,135 +151%
SI
821
Scharf Investments
California
$641K +$43.8K +129 +7%
GRA
822
Golden Road Advisors
Florida
$639K – – –
PMFA
823
Plante Moran Financial Advisors
Michigan
$637K +$131K +386 +26%
GWM
824
Global Wealth Management
New Jersey
$634K +$1.72K +5 +0.3%
LC
825
LCNB Corp
Ohio
$633K – – –
31 32
33
34 35