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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
US Bancorp
26
US Bancorp
Minnesota
$275M +$32.3M +91,632 +14%
TIAA Trust, National Association
27
TIAA Trust, National Association
North Carolina
$269M +$62.5M +177,359 +32%
LWMT
28
Legacy Wealth Management (Tennessee)
Tennessee
$264M -$2.2M -6,258 -0.9%
Creative Planning
29
Creative Planning
Kansas
$239M -$893K -2,534 -0.4%
CFA
30
Capstone Financial Advisors
Illinois
$239M -$2.39M -6,799 -1%
Raymond James Financial
31
Raymond James Financial
Florida
$228M +$15.7M +44,663 +8%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$218M +$63.9M +181,544 +44%
Mariner
33
Mariner
Kansas
$196M -$100K -284 -0.1%
Comerica Bank
34
Comerica Bank
Texas
$195M -$6.68M -18,966 -3%
Wealth Enhancement Advisory Services
35
Wealth Enhancement Advisory Services
Minnesota
$193M -$6.47M -18,382 -3%
Ameriprise
36
Ameriprise
Minnesota
$176M +$9.73M +27,613 +6%
AC
37
Allstate Corporation
Illinois
$175M +$154M +437,794 +1,078%
HighTower Advisors
38
HighTower Advisors
Illinois
$174M -$6.97M -19,801 -4%
HHGA
39
Halbert Hargrove Global Advisors
California
$173M +$2.55M +7,252 +2%
Empower Advisory Group
40
Empower Advisory Group
Colorado
$171M -$4.19M -11,905 -2%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
41
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$169M +$27.1M +77,000 +20%
IC
42
IEQ Capital
California
$165M +$10.8M +30,677 +7%
Truist Financial
43
Truist Financial
North Carolina
$153M -$406K -1,152 -0.3%
RCIM
44
Red Cedar Investment Management
Michigan
$152M -$5.97M -16,956 -4%
Fifth Third Bancorp
45
Fifth Third Bancorp
Ohio
$137M -$4.93M -14,002 -4%
CIBC Private Wealth Group
46
CIBC Private Wealth Group
Georgia
$133M -$1.47M -4,168 -1%
MLFP
47
MPS Loria Financial Planners
Illinois
$122M +$653K +1,854 +0.6%
WA
48
Waverly Advisors
Alabama
$120M -$1.19M -3,379 -1%
Cetera Investment Advisers
49
Cetera Investment Advisers
Illinois
$119M +$19.8M +56,224 +21%
HSBC Holdings
50
HSBC Holdings
United Kingdom
$115M -$16M -45,502 -13%

IWB Hedge Fund Activity: Q3 2025 in Review

1,417 of the 7,619 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.