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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
SAM
1226
Satovsky Asset Management
New York
$213K +$197K +626 New
PWMG
1227
Prestige Wealth Management Group
New Jersey
$212K
AWA
1228
AGH Wealth Advisors
Kansas
$212K +$196K +625 New
HCM
1229
Howland Capital Management
Massachusetts
$212K +$196K +623 New
LIA
1230
LS Investment Advisors
Michigan
$211K +$195K +622 New
FDS
1231
Freedom Day Solutions
Texas
$211K +$195K +620 New
BHWM
1232
Beaird Harris Wealth Management
Texas
$211K -$40.8K -130 -17%
PCA
1233
Prosperity Capital Advisors
Ohio
$210K +$195K +620 New
RGC
1234
Roberts, Glore & Co
Illinois
$210K +$194K +619 New
GGS
1235
Galvin Gaustad & Stein
Arizona
$210K +$194K +617 New
AAS
1236
Ameritas Advisory Services
Nebraska
$209K -$203K -647 -51%
VCM
1237
Virtue Capital Management
Tennessee
$209K +$193K +615 New
NEWAS
1238
N.E.W. Advisory Services
Wisconsin
$208K +$13.2K +42 +7%
RFA
1239
Resurgent Financial Advisors
Georgia
$208K +$192K +612 New
TCM
1240
Telos Capital Management
California
$208K +$192K +612 New
VFG
1241
Victory Financial Group
Texas
$208K +$192K +612 New
PPC
1242
Pennington Partners & Co
Maryland
$206K +$191K +607 New
WA1
1243
Wimmer Associates 1
California
$205K +$190K +604 New
CPRC
1244
Consolidated Portfolio Review Corp
New York
$204K +$189K +601 New
LSIA
1245
LaSalle St. Investment Advisors
Illinois
$204K -$81.9K -261 -30%
AGP
1246
Autumn Glory Partners
Texas
$201K +$186K +591 New
TAM
1247
Titleist Asset Management
Texas
$200K +$185K +590 New
SFP
1248
Sterling Financial Planning
New Jersey
$200K +$185K +589 New
FSA
1249
Fort Sheridan Advisors
Illinois
$199K +$184K +585 New
HWM
1250
Hemington Wealth Management
Virginia
$197K

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.