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
AFA
876
Avant Financial Advisors
Texas
$582K
MAWA
877
Moss Adams Wealth Advisors
Washington
$581K
PAM
878
Palisade Asset Management
Minnesota
$581K +$16K +51 +3%
MGWM
879
Marks Group Wealth Management
Minnesota
$580K
TBC
880
Ted Buchan & Co
California
$579K +$535K +1,705 New
KL
881
KilterHowling LLC
Colorado
$578K +$1.57K +5 +0.3%
CI
882
CPR Investments
Michigan
$576K +$532K +1,695 New
TWM
883
Tolleson Wealth Management
Texas
$574K
DAS
884
Diversify Advisory Services
Utah
$572K +$112K +357 +28%
GSEP
885
Golden State Equity Partners
California
$570K +$14.4K +46 +3%
1SB
886
1ST Source Bank
Indiana
$568K -$3.77K -12 -0.7%
GG
887
Greenwood Gearhart
Arkansas
$568K
NRG
888
Nemes Rush Group
Michigan
$563K -$4.04M -12,874 -89%
FPW
889
Flagship Private Wealth
Massachusetts
$562K +$628 +2 +0.1%
SFGP
890
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$559K
PPH
891
Pure Portfolios Holdings
Oregon
$559K -$1.57K -5 -0.3%
KLI
892
Kelman-Lazarov Inc
Tennessee
$559K +$6.28K +20 +1%
AMBIA
893
Allen Mooney & Barnes Investment Advisors
Georgia
$554K +$1.26K +4 +0.2%
FBB
894
Fulton Breakefield Broenniman
Maryland
$553K
LTI
895
Laffer Tengler Investments
Tennessee
$552K +$510K +1,626 New
WMA
896
West Michigan Advisors
Michigan
$549K -$125K -398 -20%
SWM
897
SeaCrest Wealth Management
New York
$547K -$22.6K -72 -4%
FMTC
898
Farmers & Merchants Trust Company
California
$544K
SC
899
Syon Capital
California
$543K +$502K +1,600 New
SWRP
900
Summit Wealth & Retirement Planning
California
$543K

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.