IWB icon

iShares Russell 1000 ETF

1,475 hedge funds and large institutions have $37.8B invested in iShares Russell 1000 ETF in 2025 Q4 according to their latest regulatory filings, with 148 funds opening new positions, 413 increasing their positions, 489 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

1.7% more ownership

Funds ownership: 80.15%81.85% (+1.7%)

1% more funds holding in top 10

Funds holding in top 10: 9697 (+1)

16% less repeat investments, than reductions

Existing positions increased: 413 | Existing positions reduced: 489

Holders
1,475
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
97
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$20.4M
Puts
$11.9M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JWCA
401
J.W. Cole Advisors
Florida
$3.86M
HIS
402
Horizon Investment Services
Indiana
$3.86M
LSA
403
Lansing Street Advisors
Pennsylvania
$3.84M
PL
404
Plancorp LLC
Missouri
$3.82M
AG
405
Ascent Group
Virginia
$3.82M
HHRDM
406
H&H Retirement Design & Management
Nevada
$3.79M
MWC
407
MKD Wealth Coaches
Michigan
$3.77M
CFWMA
408
Center for Wealth Management Advisory
Ohio
$3.77M
PWP
409
Precedent Wealth Partners
Texas
$3.72M
EK
410
Evensky & Katz
Florida
$3.71M
AAS
411
Annex Advisory Services
Wisconsin
$3.67M
GWANC
412
Guardian Wealth Advisors (North Carolina)
North Carolina
$3.66M
MSS
413
Mitchell Sinkler & Starr
Pennsylvania
$3.62M
CWM
414
Cranbrook Wealth Management
Michigan
$3.61M
FMWA
415
Forvis Mazars Wealth Advisors
Missouri
$3.61M
GCM
416
G2 Capital Management
Ohio
$3.57M
HTC
417
Haverford Trust Company
Pennsylvania
$3.56M
SAM
418
Smartleaf Asset Management
Massachusetts
$3.55M
SEI Investments
419
SEI Investments
Pennsylvania
$3.51M
MCCA
420
Mill Creek Capital Advisors
Pennsylvania
$3.51M
FWTB
421
First Western Trust Bank
Colorado
$3.48M
LI
422
LMCG Investments
Massachusetts
$3.46M
KCP
423
Kera Capital Partners
California
$3.46M
SL
424
StoryOne LLC
Kansas
$3.46M
AA
425
Ashford Advisors
New York
$3.4M