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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
AssetMark Inc
501
AssetMark Inc
California
$2.25M +$265K +751 +14%
FHC
502
First Horizon Corporation
Tennessee
$2.24M +$2.16M +6,128 New
MW
503
Members Wealth
Pennsylvania
$2.24M +$2.15M +6,102 New
RPC
504
Rossmore Private Capital
Connecticut
$2.23M
ABC
505
Associated Banc-Corp
Wisconsin
$2.19M -$31.3K -89 -1%
BNMT
506
Bawa N Mallick Trust
New York
$2.18M
G
507
GenTrust
Florida
$2.17M
HGWM
508
Horst & Graben Wealth Management
Oregon
$2.17M +$352 +1 +0%
BM
509
Berman McAleer
Maryland
$2.17M +$2.09M +5,926 New
ACM
510
Ardent Capital Management
Ohio
$2.16M -$9.51K -27 -0.5%
TI
511
Truepoint Inc
Ohio
$2.14M -$5.64K -16 -0.3%
PRRFG
512
Paul R. Ried Financial Group
Washington
$2.13M -$29.6K -84 -1%
ST
513
Smithfield Trust
Pennsylvania
$2.11M
CT
514
Coastline Trust
Rhode Island
$2.1M
CCT
515
Capital City Trust
Florida
$2.1M
MFGP
516
Marshall Financial Group (Pennsylvania)
Pennsylvania
$2.1M -$9.51K -27 -0.5%
MCM
517
Manchester Capital Management
Vermont
$2.07M
AWA
518
Arkadios Wealth Advisors
Georgia
$2.05M +$62.3K +177 +3%
SF
519
Summit Financial
New Jersey
$2.04M -$23.2K -66 -1%
AWM
520
AE Wealth Management
Kansas
$2.04M +$274K +779 +16%
ADL
521
Asset Dedication LLC
California
$2.02M -$40.9K -116 -2%
AL
522
ADE LLC
Maryland
$2.01M +$3.17K +9 +0.2%
CIS
523
Custom Index Systems
New York
$2M +$872K +2,477 +82%
AI
524
Auour Investments
Massachusetts
$2M
AI
525
Atria Investments
North Carolina
$2M +$494K +1,402 +34%

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.