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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
Sumitomo Mitsui Trust Group
376
Sumitomo Mitsui Trust Group
Japan
$4.14M +$812K +2,305 +26%
PL
377
Plancorp LLC
Missouri
$4.14M -$113K -321 -3%
HA
378
HFG Advisors
Ohio
$4.13M -$2.82K -8 -0.1%
MT
379
Midwest Trust
Kansas
$4.13M +$910K +2,583 +30%
Vanguard Group
380
Vanguard Group
Pennsylvania
$4.11M +$529K +1,501 +15%
DADC
381
D.A. Davidson & Co
Montana
$4.07M -$12K -34 -0.3%
QCM
382
QRG Capital Management
Illinois
$4.01M +$1.48M +4,209 +62%
AP
383
Americana Partners
Texas
$3.99M +$3.21M +9,107 +500%
BAM
384
Belpointe Asset Management
Nevada
$3.99M +$2M +5,692 +109%
AI
385
Accredited Investors
Minnesota
$3.93M
BBHC
386
Brown Brothers Harriman & Co
New York
$3.92M -$133K -379 -3%
FSA
387
Financial Services Advisory
Maryland
$3.91M -$186K -528 -5%
PFM
388
Phillips Financial Management
Indiana
$3.9M -$171K -486 -4%
MCCA
389
Mill Creek Capital Advisors
Pennsylvania
$3.89M -$85.6K -243 -2%
OP
390
ORG Partners
Indiana
$3.83M +$19.7K +56 +0.5%
AG
391
Ascent Group
Virginia
$3.81M -$188K -534 -5%
CWM
392
Calamos Wealth Management
Illinois
$3.8M +$519K +1,474 +17%
X
393
Xponance
Pennsylvania
$3.79M +$955K +2,712 +35%
HIS
394
Horizon Investment Services
Indiana
$3.77M -$4.93K -14 -0.1%
Acadian Asset Management
395
Acadian Asset Management
Massachusetts
$3.76M +$3.63M +10,300 New
LSA
396
Lansing Street Advisors
Pennsylvania
$3.75M +$9.51K +27 +0.3%
MWC
397
MKD Wealth Coaches
Michigan
$3.7M -$251K -714 -7%
FFA
398
Farther Finance Advisors
California
$3.65M +$689K +1,956 +24%
GWANC
399
Guardian Wealth Advisors (North Carolina)
North Carolina
$3.63M -$910K -2,585 -21%
EK
400
Evensky & Katz
Florida
$3.62M -$15.1K -43 -0.4%

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.