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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
HWA
1301
HHM Wealth Advisors
Tennessee
$87.6K
CT
1302
Colonial Trust
South Carolina
$87.1K +$28.9K +92 +56%
JFA
1303
JNBA Financial Advisors
Minnesota
$86.6K
CI
1304
CX Institutional
Indiana
$86K -$7.22K -23 -8%
BLC
1305
Brown, Lisle/Cummings
Rhode Island
$85.6K
T
1306
Transce3nd
Texas
$83.9K
IIL
1307
Insight Inv LLC
California
$83.2K
LWMI
1308
Legacy Wealth Management (Idaho)
Idaho
$78.8K -$132K -422 -65%
LIS
1309
Legacy Investment Solutions
Idaho
$78.8K +$72.8K +232 New
CIAS
1310
Capital Investment Advisory Services
North Carolina
$77.1K
GBT
1311
Grove Bank & Trust
Florida
$75.4K
KWM
1312
Kiker Wealth Management
Georgia
$74K
TCOT
1313
Trust Company of Toledo
Ohio
$73K +$67.5K +215 New
PCA
1314
Providence Capital Advisors
North Carolina
$70.8K +$65.6K +209 New
LC
1315
Luminist Capital
Michigan
$61.8K -$4.71K -15 -8%
MWA
1316
Medallion Wealth Advisors
Connecticut
$61.5K
OHWP
1317
Oak Harbor Wealth Partners
North Carolina
$60.4K +$16.6K +53 +42%
SFC
1318
SYM Financial Corp
Indiana
$60.3K
KHC
1319
Koesten Hirschmann & Crabtree
Kansas
$60.1K
CFB
1320
Cullen/Frost Bankers
Texas
$59.6K -$97K -309 -64%
HWM
1321
Horizons Wealth Management
North Carolina
$57.7K
VNA
1322
Valley National Advisers
Pennsylvania
$57K
AWM
1323
Atticus Wealth Management
Florida
$53.7K +$49.6K +158 New
TSMHT
1324
Thurston Springer Miller Herd & Titak
Indiana
$53.3K
NRWA
1325
North Ridge Wealth Advisors
Oregon
$50.9K

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.