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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
CWM
401
Cranbrook Wealth Management
Michigan
$3.61M -$59.5K -169 -2%
HHRDM
402
H&H Retirement Design & Management
Nevada
$3.61M -$149K -423 -4%
FMWA
403
Forvis Mazars Wealth Advisors
Missouri
$3.6M -$213K -605 -6%
AF
404
Apexium Financial
Texas
$3.59M -$131K -371 -4%
MSS
405
Mitchell Sinkler & Starr
Pennsylvania
$3.53M +$208K +590 +7%
GCM
406
G2 Capital Management
Ohio
$3.5M -$12.7K -36 -0.4%
CAG
407
Crestwood Advisors Group
Massachusetts
$3.5M +$516K +1,466 +18%
HTC
408
Haverford Trust Company
Pennsylvania
$3.49M
FWIA
409
Fort Washington Investment Advisors
Ohio
$3.44M +$18.3K +52 +0.6%
MCM
410
Mainstay Capital Management
Michigan
$3.43M -$3.26M -9,256 -50%
FWTB
411
First Western Trust Bank
Colorado
$3.41M -$50.4K -143 -2%
EIP
412
Ellis Investment Partners
Pennsylvania
$3.4M -$60.9K -173 -2%
LI
413
LMCG Investments
Massachusetts
$3.36M +$249K +706 +8%
GCA
414
Genesee Capital Advisors
New York
$3.35M -$39.8K -113 -1%
KCP
415
Kera Capital Partners
California
$3.34M +$78.9K +224 +3%
Chevy Chase Trust
416
Chevy Chase Trust
Maryland
$3.33M
AA
417
Ashford Advisors
New York
$3.33M
WF
418
Welch & Forbes
Massachusetts
$3.31M
SFS
419
Security Financial Services
Indiana
$3.25M -$15.5K -44 -0.5%
Lazard Asset Management
420
Lazard Asset Management
New York
$3.24M -$108K -306 -3%
KCM
421
KM Capital Management
Texas
$3.24M -$7.04K -20 -0.2%
UWPG
422
Ullmann Wealth Partners Group
Florida
$3.23M -$31.7K -90 -1%
PSA
423
Plum Street Advisors
Louisiana
$3.23M -$102K -291 -3%
GIA
424
GHP Investment Advisors
Colorado
$3.22M -$8.81K -25 -0.3%
MA
425
Mutual Advisors
Nebraska
$3.13M +$191K +541 +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.