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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
PAWA
351
Palo Alto Wealth Advisors
California
$4.58M -$627K -1,779 -13%
Prudential Financial
352
Prudential Financial
New Jersey
$4.57M -$1.06M -3,000 -19%
IF
353
Intrua Financial
Texas
$4.56M +$160K +455 +4%
VFA
354
Valeo Financial Advisors
Indiana
$4.56M -$457K -1,298 -9%
JF
355
Jump Financial
Illinois
$4.54M +$1.88M +5,351 +76%
VT
356
Vise Technologies
New York
$4.47M -$913K -2,592 -17%
ERWM
357
Elk River Wealth Management
Colorado
$4.46M -$109K -310 -2%
HW
358
Hancock Whitney
Mississippi
$4.45M -$85.9K -244 -2%
GIA
359
Guyasuta Investment Advisors
Pennsylvania
$4.42M
HF
360
HRT Financial
New York
$4.39M -$1.77M -5,037 -30%
TAM
361
Tocqueville Asset Management
New York
$4.37M +$652K +1,850 +18%
LNWTC
362
Laird Norton Wetherby Trust Company
Washington
$4.37M -$3.78M -10,746 -47%
PTC
363
Philadelphia Trust Company
Pennsylvania
$4.37M
NCM
364
Next Capital Management
New York
$4.36M -$288K -817 -6%
CWM
365
Cherrydale Wealth Management
New Jersey
$4.34M +$11.3K +32 +0.3%
CGPCS
366
Capital Group Private Client Services
California
$4.32M -$9.86K -28 -0.2%
RWP
367
RWA Wealth Partners
Massachusetts
$4.29M -$184K -521 -4%
CFGA
368
Cambridge Financial Group (Arizona)
Arizona
$4.28M +$2.42M +6,872 +142%
PCM
369
Parsons Capital Management
Rhode Island
$4.27M +$105K +297 +3%
MSRPS
370
Maryland State Retirement & Pension System
Maryland
$4.25M +$353K +1,001 +9%
UCFA
371
United Capital Financial Advisors
Texas
$4.25M +$16.2K +46 +0.4%
HCA
372
Harbour Capital Advisors
Virginia
$4.22M -$176K -500 -4%
FCH
373
Freestone Capital Holdings
Washington
$4.17M
DWM
374
Dakota Wealth Management
Florida
$4.16M -$68.7K -195 -2%
PWP
375
Precedent Wealth Partners
Texas
$4.14M -$313K -888 -7%

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.