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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
EFA
1101
Edge Financial Advisors
Illinois
$286K
WRPWM
1102
Werba Rubin Papier Wealth Management
California
$286K -$12.6K -40 -5%
CP
1103
Covenant Partners
Tennessee
$285K
RIP
1104
RAM Investment Partners
Washington
$284K
TCM
1105
Traynor Capital Management
Pennsylvania
$284K
ACM
1106
Allred Capital Management
Texas
$284K
WAOI
1107
Wealth Advisors of Iowa
Iowa
$282K
GWM
1108
Greenhouse Wealth Management
Connecticut
$281K +$314 +1 +0.1%
AWA
1109
Arete Wealth Advisors
Illinois
$281K -$164K -524 -39%
AA
1110
Advisory Alpha
Michigan
$281K +$1.88K +6 +0.7%
BHWM
1111
Bar Harbor Wealth Management
New Hampshire
$279K
AWM
1112
Abound Wealth Management
Tennessee
$278K +$314 +1 +0.1%
WCP
1113
Wealthcare Capital Partners
Pennsylvania
$277K +$256K +816 New
OWA
1114
Oak Wealth Advisors
Illinois
$276K +$256K +814 New
NL
1115
NWAM LLC
Washington
$276K -$6.91K -22 -3%
BWA
1116
BlueChip Wealth Advisors
Georgia
$276K
KFC
1117
Klingenstein Fields & Co
New York
$275K
OCPWS
1118
One Charles Private Wealth Services
Massachusetts
$274K
BHWA
1119
Beacon Harbor Wealth Advisors
Virginia
$274K
HCM
1120
Hutchinson Capital Management
California
$274K
AWA
1121
Amplius Wealth Advisors
Pennsylvania
$272K
ISB
1122
Iowa State Bank
Iowa
$272K
MWM
1123
Melfa Wealth Management
Massachusetts
$272K
FA
1124
Faithward Advisors
Pennsylvania
$271K +$22.9K +73 +10%
IP
1125
Isthmus Partners
Wisconsin
$270K

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.