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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
MWA
1001
Monograph Wealth Advisors
California
$397K +$367K +1,170 New
GJWM
1002
Gilliland Jeter Wealth Management
Arkansas
$397K -$1.26K -4 -0.3%
ICP
1003
Interchange Capital Partners
Pennsylvania
$396K -$74.7K -238 -17%
SW
1004
SkyOak Wealth
Michigan
$392K
BEAM
1005
Baker Ellis Asset Management
Washington
$391K
GAA
1006
Guardian Asset Advisors
Pennsylvania
$389K +$628 +2 +0.2%
LA
1007
LVW Advisors
New York
$383K
VVP
1008
Venture Visionary Partners
Ohio
$381K
NG
1009
Norden Group
Utah
$378K
MWP
1010
Meridian Wealth Partners
Pennsylvania
$377K
MAS
1011
MPWM Advisory Solutions
Georgia
$376K
CWM
1012
Chesapeake Wealth Management
Virginia
$376K
SAF
1013
Smith Anglin Financial
Texas
$375K +$55.6K +177 +19%
CTWM
1014
Cherry Tree Wealth Management
Minnesota
$374K
RMCM
1015
Reynders McVeigh Capital Management
Massachusetts
$374K -$28.9K -92 -8%
AIM
1016
Anchor Investment Management
South Carolina
$374K -$2.83K -9 -0.8%
WTB
1017
Washington Trust Bank
Washington
$372K
PWM
1018
PBMares Wealth Management
Virginia
$371K
HP
1019
Holistic Planning
Texas
$370K +$27.6K +88 +9%
DA
1020
Drake & Associates
Wisconsin
$368K
MSFS
1021
Main Street Financial Solutions
Pennsylvania
$367K +$339K +1,081 New
AAM
1022
Aureus Asset Management
Massachusetts
$366K -$19.1K -61 -5%
AWC
1023
Abundance Wealth Counselors
Pennsylvania
$365K -$6.59K -21 -2%
FFG
1024
Fortress Financial Group
Minnesota
$363K
SOAG
1025
Silver Oak Advisory Group
Oregon
$360K

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.