We are live on ! Find out more
IWB icon

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
TI
326
Tidal Investments
Wisconsin
$5.09M +$515K +1,463 +12%
LPAM
327
Lodestar Private Asset Management
California
$5.05M -$2.82K -8 -0.1%
OSAM
328
O'Shaughnessy Asset Management
Connecticut
$5.05M +$316K +896 +7%
OMC
329
Old Mission Capital
Illinois
$5.01M +$3.71M +10,524 +331%
AFG
330
Atomi Financial Group
New York
$4.98M +$8.1K +23 +0.2%
CPIG
331
Chicago Partners Investment Group
Illinois
$4.94M +$25K +71 +0.5%
FTS
332
Fifth Third Securities
Ohio
$4.81M +$106K +300 +2%
HIA
333
Harbor Investment Advisory
Maryland
$4.8M +$25K +71 +0.5%
MFT
334
Moisand Fitzgerald Tamayo
Florida
$4.8M -$12.7K -36 -0.3%
SB
335
Strategic Blueprint
Georgia
$4.8M +$66.2K +188 +1%
JWCA
336
J.W. Cole Advisors
Florida
$4.79M +$468K +1,329 +11%
IC
337
Iconiq Capital
California
$4.78M -$2.33M -6,615 -34%
IA
338
IFC Advisors
California
$4.78M
XT
339
XTX Topco
Cayman Islands
$4.77M +$4.15M +11,786 +929%
PGFC
340
Peapack-Gladstone Financial Corp
New Jersey
$4.75M +$1.09M +3,084 +31%
LW
341
Linscomb Wealth
Texas
$4.75M -$91.9K -261 -2%
GAG
342
GM Advisory Group
New York
$4.74M +$364K +1,034 +9%
AWE
343
Avidian Wealth Enterprises
Texas
$4.74M -$3.69M -10,468 -45%
CCA
344
Checchi Capital Advisers
California
$4.73M +$416K +1,182 +10%
SHGA
345
Sand Hill Global Advisors
California
$4.72M -$46.8K -133 -1%
AC
346
Apella Capital
Connecticut
$4.7M -$28.5K -81 -0.6%
PBO
347
Peoples Bank (Ohio)
Ohio
$4.69M -$56.4K -160 -1%
SCA
348
St. Clair Advisors
Ohio
$4.67M
SFS
349
Summit Financial Strategies
Ohio
$4.67M -$94.4K -268 -2%
VWA
350
Visionary Wealth Advisors
Illinois
$4.65M -$381K -1,081 -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.