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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
TFGT
526
TS Financial Group (TSFG)
Illinois
$2M -$207K -588 -10%
FIA
527
Foundations Investment Advisors
Arizona
$2M +$160K +454 +9%
KWM
528
Kingsview Wealth Management
Oregon
$1.98M +$953K +2,706 +100%
FCBT
529
First Citizens Bank & Trust
North Carolina
$1.98M -$146K -415 -7%
BBW
530
Blue Barn Wealth
Utah
$1.98M +$1.06K +3 +0.1%
NRG
531
Nemes Rush Group
Michigan
$1.98M +$1.32M +3,752 +226%
HPM
532
Hoxton Planning & Management
West Virginia
$1.98M -$187K -532 -9%
TAM
533
Townsend Asset Management
North Carolina
$1.97M -$93.3K -265 -5%
Fisher Asset Management
534
Fisher Asset Management
Washington
$1.96M -$147K -416 -7%
ACM
535
Advisors Capital Management
New Jersey
$1.95M +$277K +786 +17%
WW
536
Westshore Wealth
California
$1.95M -$77.5K -220 -4%
PCA
537
Peddock Capital Advisors
Massachusetts
$1.93M +$48.6K +138 +3%
SHFA
538
SC&H Financial Advisors
Maryland
$1.93M +$704 +2 +0%
FLPIM
539
F.L. Putnam Investment Management
Massachusetts
$1.91M -$29.6K -84 -2%
TWA
540
Talisman Wealth Advisors
New Jersey
$1.91M +$1.76K +5 +0.1%
LDB
541
Lee, Danner & Bass
Tennessee
$1.9M -$56.4K -160 -3%
LCM
542
Lunt Capital Management
Utah
$1.9M +$52.8K +150 +3%
DA
543
Detalus Advisors
Missouri
$1.89M -$35.2K -100 -2%
SHJ
544
Sharkey, Howes & Javer
Colorado
$1.88M +$3.52K +10 +0.2%
SB
545
Simmons Bank
Arkansas
$1.87M -$19.4K -55 -1%
CCA
546
Carrera Capital Advisors
Michigan
$1.85M +$4.58K +13 +0.3%
KWM
547
Keebeck Wealth Management
Illinois
$1.84M +$45.4K +129 +3%
SAM
548
Smartleaf Asset Management
Massachusetts
$1.84M +$158K +448 +10%
WB
549
WesBanco Bank
West Virginia
$1.83M +$5.28K +15 +0.3%
FPAS
550
Focus Partners Advisor Solutions
Missouri
$1.83M +$203K +576 +13%

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.