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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
Jones Financial Companies
1
Jones Financial Companies
Missouri
$3.65B +$185M +588,034 +6%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$3.44B +$98M +312,151 +3%
Bank of America
3
Bank of America
North Carolina
$1.62B +$194M +616,717 +15%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$1.51B -$3.59M -11,439 -0.3%
M&T Bank
5
M&T Bank
New York
$993M +$35.2M +112,152 +4%
Northern Trust
6
Northern Trust
Illinois
$934M +$10.8M +34,482 +1%
LPL Financial
7
LPL Financial
California
$831M +$14.6M +46,559 +2%
PNC Financial Services Group
8
PNC Financial Services Group
Pennsylvania
$810M -$10.6M -33,762 -1%
Morgan Stanley
9
Morgan Stanley
New York
$650M -$84.9M -270,377 -12%
Goldman Sachs
10
Goldman Sachs
New York
$605M -$31.5M -100,330 -5%
BlackRock
11
BlackRock
New York
$563M -$235M -747,628 -31%
Wells Fargo
12
Wells Fargo
California
$546M +$20.8M +66,412 +4%
CCA
13
Catalyst Capital Advisors
New York
$539M -$33.6M -106,966 -6%
MRC
14
Millburn Ridgefield Corp
New York
$539M -$33.6M -106,966 -6%
JIC
15
Johnson Investment Counsel
Ohio
$477M +$14M +44,732 +3%
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$466M +$27.2M +86,539 +7%
JP Morgan Chase
17
JP Morgan Chase
New York
$457M +$20.5M +65,170 +5%
BF
18
BOK Financial
Oklahoma
$438M +$6.55M +20,864 +2%
CAPTRUST Financial Advisors
19
CAPTRUST Financial Advisors
North Carolina
$399M -$3.74M -11,915 -1%
Pathstone Holdings
20
Pathstone Holdings
New Jersey
$395M -$472K -1,503 -0.1%
UBS Group
21
UBS Group
Switzerland
$338M +$6.44M +20,504 +2%
Focus Partners Wealth
22
Focus Partners Wealth
Massachusetts
$317M +$5.36M +17,081 +2%
CM
23
Churchill Management
California
$271M +$1.93M +6,164 +0.8%
NMIFOAC
24
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$269M
Mercer Global Advisors
25
Mercer Global Advisors
Colorado
$266M -$71.3M -227,182 -22%

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.