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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
CG
426
Corundum Group
Colorado
$3.12M +$44.7K +127 +2%
IA
427
IFP Advisors
Florida
$3.11M +$212K +601 +8%
SF
428
Synovus Financial
Georgia
$3.11M +$2.46M +6,988 +463%
BMC
429
Bear Mountain Capital
Washington
$3.06M
SW
430
SVB Wealth
Massachusetts
$3.05M -$39.8K -113 -1%
CA
431
Cornerstone Advisory
Maryland
$3.03M +$3.52K +10 +0.1%
BFG
432
Beacon Financial Group
Texas
$3M -$225K -638 -7%
BMCM
433
Bryn Mawr Capital Management
Pennsylvania
$2.97M
RTL
434
Red Tortoise LLC
Georgia
$2.97M +$2.82K +8 +0.1%
FFG
435
Fiduciary Financial Group
California
$2.97M -$71.9K -204 -2%
FFA
436
Fragasso Financial Advisors
Pennsylvania
$2.91M -$63.8K -181 -2%
C
437
Certuity
Florida
$2.91M +$352 +1 +0%
HWA
438
Hillcrest Wealth Advisors
New Jersey
$2.89M
GAM
439
Gotham Asset Management
New York
$2.86M +$66.9K +190 +2%
NWWA
440
New Wave Wealth Advisors
Arkansas
$2.85M +$168K +476 +6%
TFM
441
TFC Financial Management
Massachusetts
$2.84M
SMC
442
Smith, Moore & Co
Missouri
$2.81M -$10.2K -29 -0.4%
MWM
443
Maridea Wealth Management
New York
$2.77M +$659K +1,870 +33%
RWMH
444
Riverpoint Wealth Management Holdings
Illinois
$2.77M -$502K -1,426 -16%
EWM
445
Empirical Wealth Management
Washington
$2.76M
Fiera Capital (Canada)
446
Fiera Capital (Canada)
Quebec, Canada
$2.76M
FWCM
447
Ferguson Wellman Capital Management
Oregon
$2.75M
KA
448
Kovack Advisors
Florida
$2.74M -$124K -351 -4%
RSS
449
Rosenblum Silverman Sutton
California
$2.73M -$4.23K -12 -0.2%
SWA
450
Stratos Wealth Advisors
Ohio
$2.72M -$29.2K -83 -1%

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.