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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
ACM
851
Alcosta Capital Management
California
$617K -$11K -35 -2%
FA
852
Fermata Advisors
California
$615K
AAP
853
Arax Advisory Partners
Colorado
$615K
QPWM
854
Quadrant Private Wealth Management
Pennsylvania
$613K +$62.8K +200 +12%
HFS
855
Heritage Financial Services
Massachusetts
$611K +$26.1K +83 +5%
LL
856
LPWM LLC
Minnesota
$611K +$51.8K +165 +10%
BW
857
BIP Wealth
Georgia
$610K -$8.79K -28 -2%
TPWA
858
TRUE Private Wealth Advisors
Oregon
$610K -$93.5K -298 -14%
DPI
859
Diversified Portfolios Inc
Michigan
$609K
SFC
860
Sprinkle Financial Consultants
Colorado
$607K -$16.6K -53 -3%
AAS
861
Annex Advisory Services
Wisconsin
$605K -$947K -3,016 -63%
SYBT
862
Stock Yards Bank & Trust
Kentucky
$602K -$30.1K -96 -5%
PPW
863
PACK Private Wealth
Minnesota
$602K
VCA
864
Verdence Capital Advisors
Maryland
$600K -$28.9K -92 -5%
ACP
865
Aviance Capital Partners
Florida
$600K
WAM
866
WNY Asset Management
New York
$597K -$10.4K -33 -2%
AWM
867
AAF Wealth Management
Massachusetts
$597K +$942 +3 +0.2%
OPCM
868
Osborne Partners Capital Management
California
$596K -$70.6K -225 -11%
PI
869
PFG Investments
New York
$593K -$4.39K -14 -0.8%
KFS
870
Kurt F. Somerville
$592K
AIP
871
Almanack Investment Partners
Pennsylvania
$588K
SIA
872
Soltis Investment Advisors
Utah
$586K +$31.4K +100 +6%
RWM
873
Ritholtz Wealth Management
New York
$584K +$152K +483 +39%
NBWM
874
North Berkeley Wealth Management
California
$584K +$19.1K +61 +4%
OWP
875
Obermeyer Wealth Partners
Colorado
$582K -$29.8K -95 -5%

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.