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iShares Russell 1000 ETF

1,417 hedge funds and large institutions have $35.9B invested in iShares Russell 1000 ETF in 2025 Q3 according to their latest regulatory filings, with 97 funds opening new positions, 377 increasing their positions, 495 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

263% more call options, than puts

Call options by funds: $23.2M | Put options by funds: $6.4M

162% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 37

9% more capital invested

Capital invested by funds: $33B → $35.9B (+$2.93B)

2% more funds holding

Funds holding: 1,3881,417 (+29)

0.74% more ownership

Funds ownership: 79.47%80.2% (+0.74%)

0% more funds holding in top 10

Funds holding in top 10: 9797 (0)

24% less repeat investments, than reductions

Existing positions increased: 377 | Existing positions reduced: 495

Holders
1,417
Holders Change
+29
Holders Change %
+2.09%
% of All Funds
18.6%
Holding in Top 10
97
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.27%
New
97
Increased
377
Reduced
495
Closed
37
Calls
$23.2M
Puts
$6.4M
Net Calls
+$16.8M
Net Calls Change
-$881K
Name Holding Trade Value Shares
Change
Change in
Stake
EWM
301
Evercore Wealth Management
New York
$5.73M +$45.1K +128 +0.8%
TDWM
302
Topel & Distasi Wealth Management
California
$5.69M -$81.4K -231 -1%
KeyBank National Association
303
KeyBank National Association
Ohio
$5.68M -$196K -556 -3%
GVAG
304
Great Valley Advisor Group
Delaware
$5.67M -$174K -493 -3%
ACA
305
Anchor Capital Advisors
Massachusetts
$5.67M
FFB
306
First Financial Bankshares
Texas
$5.66M
ACM
307
Aspen Capital Management
Idaho
$5.58M -$72.9K -207 -1%
SCTC
308
Sanibel Captiva Trust Company
Florida
$5.57M
AF
309
Allworth Financial
California
$5.55M +$100K +284 +2%
SIA
310
Strategic Investment Advisors
Michigan
$5.5M +$31.8M +90,231 +600%
TIAAOA
311
Teachers Insurance & Annuity Association of America
New York
$5.47M
LTL
312
Lowery Thomas LLC
California
$5.44M -$43.3K -123 -0.8%
WAM
313
WealthTrust Asset Management
Florida
$5.41M -$327K -929 -6%
SFA
314
Seneca Financial Advisors
New York
$5.36M +$6.69K +19 +0.1%
STA
315
Summit Trail Advisors
New York
$5.36M +$9.51K +27 +0.2%
SVWAG
316
Sound View Wealth Advisors Group
Georgia
$5.33M +$47.5K +135 +0.9%
EW
317
Evoke Wealth
California
$5.3M +$2.47K +7 +0%
PFS
318
Prospera Financial Services
Texas
$5.28M +$403K +1,143 +9%
CWA
319
Consilio Wealth Advisors
Washington
$5.25M
TCB
320
Texas Capital Bancshares
Texas
$5.25M -$347K -985 -6%
ST
321
Sageworth Trust
Pennsylvania
$5.22M +$107K +303 +2%
HCMT
322
Highland Capital Management (Tennessee)
Tennessee
$5.18M +$52.1K +148 +1%
T. Rowe Price Associates
323
T. Rowe Price Associates
Maryland
$5.17M
BAAM
324
Baker Avenue Asset Management
California
$5.15M +$94K +267 +2%
RCAG
325
Rehmann Capital Advisory Group
Michigan
$5.12M -$445K -1,263 -8%

IWB Hedge Fund Activity: Q3 2025 in Review

1,417 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 ETF (IWB) for Q3 2025, worth a combined $35.9B — up 8.9% from $33B a quarter earlier.

Buyers outnumbered sellers: 97 funds opened new IWB positions and 37 closed out — a net gain of 60 holders — while 377 added to existing stakes and 495 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $382M. The largest seller was Bank of America, cutting an estimated $126M.

  • 1,417 institutional investors held iShares Russell 1000 ETF (IWB) as of Q3 2025, up from 1,388 in Q2 2025.
  • Funds reported $35.9B of iShares Russell 1000 ETF stock for Q3 2025, up 8.9% quarter-over-quarter.
  • 97 funds opened new iShares Russell 1000 ETF positions in Q3 2025 and 37 closed out, a net change of +60 holders.
  • The largest iShares Russell 1000 ETF buyer in Q3 2025 was Morgan Stanley, an estimated $382M added.
  • The largest iShares Russell 1000 ETF seller in Q3 2025 was Bank of America, an estimated $126M sold.

Based on aggregated 13F filings for Q3 2025.