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
CFG
826
Carter Financial Group
Illinois
$641K +$592K +1,887 New
AWA
827
Alta Wealth Advisors
Massachusetts
$641K +$356K +1,135 +151%
SI
828
Scharf Investments
California
$641K +$40.5K +129 +7%
GRA
829
Golden Road Advisors
Florida
$639K
PMFA
830
Plante Moran Financial Advisors
Michigan
$637K +$121K +386 +26%
GWM
831
Global Wealth Management
New Jersey
$634K +$1.57K +5 +0.3%
LC
832
LCNB Corp
Ohio
$633K
MMA
833
Miracle Mile Advisors
California
$632K +$374K +1,190 +177%
HCA
834
Heck Capital Advisors
Wisconsin
$632K +$584K +1,860 New
NHC
835
Nicholas Hoffman & Company
Georgia
$632K -$5.65K -18 -1%
JAG
836
Journey Advisory Group
Kentucky
$630K
FAM
837
Forte Asset Management
New York
$630K
CWM
838
Cahaba Wealth Management
Georgia
$629K +$628 +2 +0.1%
NME
839
Notis-McConarty Edward
$628K -$78.5K -250 -12%
GKWIM
840
Gerber Kawasaki Wealth & Investment Management
California
$628K +$102K +324 +21%
HFRG
841
Houlihan Financial Resource Group
Virginia
$628K
PFGIA
842
Patriot Financial Group Insurance Agency
Massachusetts
$628K +$54.6K +174 +10%
PA
843
Pinnacle Associates
New York
$627K
SEIA
844
Signature Estate & Investment Advisors
California
$625K +$59.3K +189 +11%
CCIA
845
Cherry Creek Investment Advisors
Colorado
$625K +$1.26K +4 +0.2%
USCWA
846
U.S. Capital Wealth Advisors
Texas
$623K -$19.8K -63 -3%
MWA
847
Moser Wealth Advisors
Washington
$621K
DIM
848
Delta Investment Management
California
$621K
PFP
849
Paragon Financial Partners
California
$619K +$942 +3 +0.2%
AP
850
Americana Partners
Texas
$619K

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.