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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
SEI Investments
451
SEI Investments
Pennsylvania
$2.72M +$118K +335 +5%
HIP
452
HUB Investment Partners
Texas
$2.68M +$233K +662 +10%
NFG
453
Nadler Financial Group
Illinois
$2.68M -$212K -602 -8%
JIR
454
James Investment Research
Ohio
$2.68M
MFS
455
McNamara Financial Services
Massachusetts
$2.68M -$21.5K -61 -0.8%
JWM
456
JFG Wealth Management
Colorado
$2.67M +$4.93K +14 +0.2%
BAMG
457
Brand Asset Management Group
Missouri
$2.66M -$14.1K -40 -0.5%
CWM
458
Castle Wealth Management
Florida
$2.65M -$10.6K -30 -0.4%
CWP
459
CFM Wealth Partners
Texas
$2.64M +$27.5K +78 +1%
SFG
460
Sage Financial Group
Pennsylvania
$2.62M -$40.9K -116 -2%
JIC
461
Joel Isaacson & Co
New York
$2.62M +$2.11K +6 +0.1%
GFP
462
Gryphon Financial Partners
Ohio
$2.61M -$38.7K -110 -2%
GAM
463
Gemmer Asset Management
California
$2.59M
KFP
464
KMG Fiduciary Partners
Ohio
$2.58M -$529K -1,501 -18%
SPIA
465
Steward Partners Investment Advisory
New York
$2.58M -$42.3K -120 -2%
AIM
466
Acropolis Investment Management
Missouri
$2.57M
ZIC
467
ZWJ Investment Counsel
Georgia
$2.55M
FWMP
468
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$2.55M
MPCL
469
My Personal CFO LLC
Washington
$2.55M +$2.46M +6,979 New
OFS
470
Orrstown Financial Services
Pennsylvania
$2.51M
Qube Research & Technologies (QRT)
471
Qube Research & Technologies (QRT)
United Kingdom
$2.49M +$1.2M +3,405 +100%
CWM
472
Connecticut Wealth Management
Connecticut
$2.49M -$233K -661 -9%
NAM
473
NorthCrest Asset Manangement
Minnesota
$2.48M +$23.6K +67 +1%
EBA
474
Eagle Bay Advisors
New York
$2.48M
RW
475
Rede Wealth
Virginia
$2.48M +$2.39M +6,773 New

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.