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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
EWA
1026
Encompass Wealth Advisors
Oregon
$360K -$4.71K -15 -1%
WAM
1027
Wernau Asset Management
Massachusetts
$360K
EWA
1028
Exencial Wealth Advisors
Oklahoma
$360K +$70K +223 +27%
MWP
1029
Madison Wealth Partners
Wisconsin
$359K +$628 +2 +0.2%
EE
1030
EWG Elevate
California
$357K
LWMM
1031
Legacy Wealth Management (Mississippi)
Mississippi
$357K
SF
1032
Strategent Financial
Virginia
$356K +$329K +1,049 New
KWS
1033
Keystone Wealth Services
California
$356K +$314 +1 +0.1%
FC
1034
Forte Capital
New York
$356K -$6.28K -20 -2%
PCH
1035
PGIM Custom Harvest
New Jersey
$356K +$329K +1,048 New
RW
1036
Rockport Wealth
Ohio
$356K +$329K +1,048 New
IAG
1037
Investmark Advisory Group
Connecticut
$355K -$1.88K -6 -0.6%
FFC
1038
Frederick Financial Consultants
Maryland
$353K
FM
1039
Foster & Motley
Ohio
$352K -$1.26K -4 -0.4%
MIFH
1040
Migdal Insurance & Financial Holdings
Israel
$351K +$11K +35 +4%
UIM
1041
Unified Investment Management
Georgia
$351K
BA
1042
Bridgewater Advisors
New York
$351K
LKWM
1043
Lee-Kelleher Wealth Management
Maryland
$347K -$6.59K -21 -2%
APP
1044
Avantax Planning Partners
Iowa
$347K +$30.4K +97 +10%
ODFS
1045
O'Donnell Financial Services
California
$345K +$31.7K +101 +11%
KIA
1046
KCM Investment Advisors
California
$344K
CAI
1047
Capital Advisors Inc
Oklahoma
$343K +$18.8K +60 +6%
FWM
1048
FFT Wealth Management
Pennsylvania
$341K +$628 +2 +0.2%
AG
1049
Advocate Group
Minnesota
$340K
PMWMG
1050
Parr McKnight Wealth Management Group
Minnesota
$340K

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.