We are live on ! Find out more
IWB icon

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
APW
1326
Aventura Private Wealth
Florida
$49.6K
CCM
1327
Chilton Capital Management
Texas
$49.2K
FMTCOCP
1328
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$49K
RF
1329
Robinswood Financial
Washington
$48.4K
MSWA
1330
Marshall & Sterling Wealth Advisors
New York
$45.5K +$1.88K +6 +5%
RWM
1331
RMG Wealth Management
Wisconsin
$44.5K +$40.5K +129 New
AW
1332
Avion Wealth
Texas
$44K
OLVIG
1333
Oliver Lagore Vanvalin Investment Group
Michigan
$43.9K +$44.9K +143 New
GSWM
1334
Golden State Wealth Management
California
$40.7K -$942 -3 -2%
CWM
1335
Centricity Wealth Management
Ohio
$40.7K
FWM
1336
FSA Wealth Management
Massachusetts
$40.7K
NFSG
1337
Newbridge Financial Services Group
Florida
$39.7K
CBT
1338
Crews Bank & Trust
Florida
$39.4K
GKIM
1339
GW&K Investment Management
Massachusetts
$39K
MLA
1340
MB, Levis & Associates
Pennsylvania
$38.7K
AAG
1341
Armstrong Advisory Group
Massachusetts
$37K
CSC
1342
Caldwell Sutter Capital
California
$37K -$45.2K -144 -57%
FMII
1343
Farmers & Merchants Investments Inc
Nebraska
$36K
PIP
1344
Peachtree Investment Partners
Florida
$35.6K
WWM
1345
Woodside Wealth Management
Massachusetts
$33.6K
LI
1346
LRI Investments
Florida
$32.6K
AWM
1347
Angeles Wealth Management
California
$31.9K +$3.14K +10 +12%
CSPIA
1348
Cary Street Partners Investment Advisory
Virginia
$30.9K +$12.2K +39 +75%
BDPWM
1349
Barnes Dennig Private Wealth Management
Ohio
$30.6K
PP
1350
Pacifica Partners
Canada
$30.4K -$55.6K -177 -66%

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.