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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
MWM
576
Meridian Wealth Management
Kentucky
$1.68M +$95.1K +270 +6%
DAS
577
Dynamic Advisor Solutions
Arizona
$1.67M -$152K -432 -9%
RC
578
Roundview Capital
New Jersey
$1.67M
IA
579
IFG Advisors
Missouri
$1.67M +$68K +193 +4%
CAC
580
Certified Advisory Corp
Florida
$1.66M -$23.6K -67 -1%
ARC
581
Advisor Resource Council
Texas
$1.66M -$10.6K -30 -0.7%
FRA
582
Frank Rimerman Advisors
California
$1.66M
CB
583
Cadence Bank
Mississippi
$1.65M
GD
584
Grandfield & Dodd
New York
$1.65M
CPW
585
Crestmont Private Wealth
Texas
$1.65M
ALWM
586
Andrews Lucia Wealth Management
California
$1.65M -$49.3K -140 -3%
SCM
587
Stordahl Capital Management
Colorado
$1.64M
EL
588
EQ LLC
Washington
$1.63M -$49K -139 -3%
Capital International Investors
589
Capital International Investors
California
$1.62M +$315K +895 +25%
OAS
590
Optivise Advisory Services
Tennessee
$1.61M -$1.26M -3,566 -45%
MFC
591
Morris Financial Concepts
South Carolina
$1.61M -$1.41K -4 -0.1%
SAI
592
Savvy Advisors Inc
New York
$1.61M +$205K +582 +15%
ACM
593
Absolute Capital Management
Pennsylvania
$1.6M -$27.5K -78 -2%
COI
594
Connable Office Inc
Michigan
$1.6M +$722K +2,049 +88%
SC
595
SouthState Corp
Florida
$1.6M +$148K +420 +11%
ET
596
Equitable Trust
Tennessee
$1.58M
FTWA
597
Fifth Third Wealth Advisors
Ohio
$1.57M +$11.6K +33 +0.8%
BW
598
Balance Wealth
Ohio
$1.56M -$7.4K -21 -0.5%
GRP
599
Global Retirement Partners
California
$1.55M -$18.3K -52 -1%
FBFS
600
First Business Financial Services
Wisconsin
$1.55M -$470K -1,334 -24%

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.