We are live on ! Find out more
IWB icon

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
FWP
551
Fiduciary Wealth Partners
Massachusetts
$1.83M +$704 +2 +0%
VA
552
VestGen Advisors
Illinois
$1.83M +$33.8K +96 +2%
AF
553
Advisornet Financial
Minnesota
$1.81M +$38.7K +110 +2%
PWM
554
Peck Wealth Management
New York
$1.79M +$1.73M +4,911 New
WPC
555
Wedmont Private Capital
Pennsylvania
$1.78M +$2.11K +6 +0.1%
OC
556
Oppenheimer & Co
New York
$1.77M -$68.3K -194 -4%
GSC
557
Ground Swell Capital
South Carolina
$1.77M +$704K +1,998 +70%
WP
558
Westmount Partners
California
$1.77M
TIA
559
Tiemann Investment Advisors
California
$1.76M
SWA
560
Sightline Wealth Advisors
Connecticut
$1.75M +$2.11K +6 +0.1%
VPIM
561
Vanguard Personalized Indexing Management
California
$1.75M -$3.87K -11 -0.2%
ATC
562
Argent Trust Co
Tennessee
$1.74M
1CP
563
17 Capital Partners
Arizona
$1.74M -$33.5K -95 -2%
MCM
564
Morton Capital Management
California
$1.73M
CIAS
565
CFS Investment Advisory Services
New Jersey
$1.73M -$53.9K -153 -3%
PGWM
566
Parisi Gray Wealth Management
New Jersey
$1.73M -$107K -304 -6%
WA
567
Wealth Alliance
New York
$1.73M -$8.81K -25 -0.5%
FFN
568
Focus Financial Network
Minnesota
$1.72M
AWM
569
Axxcess Wealth Management
California
$1.7M -$38.7K -110 -2%
CAAS
570
Capital Asset Advisory Services
Michigan
$1.7M -$38.7K -110 -2%
LFWA
571
LBJ Family Wealth Advisors
Texas
$1.69M +$3.52K +10 +0.2%
AFP
572
Ausdal Financial Partners
Iowa
$1.69M +$1.09M +3,094 +201%
PA
573
Procyon Advisors
Connecticut
$1.69M -$75.7K -215 -4%
IFG
574
Independent Financial Group
California
$1.68M +$144K +410 +10%
FFC
575
First Financial Corp
Indiana
$1.68M

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.