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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
JJBC
601
James J. Burns & Company
New York
$1.55M -$105K -299 -7%
LIM
602
Leavell Investment Management
Alabama
$1.54M
VBFG
603
Vishria Bird Financial Group
Tennessee
$1.53M
CFO
604
Callan Family Office
Pennsylvania
$1.52M +$13.7K +39 +0.9%
HH
605
Hilltop Holdings
Texas
$1.5M +$55.7K +158 +4%
NW
606
NewEdge Wealth
Pennsylvania
$1.5M -$18.7K -53 -1%
PFG
607
Pacific Financial Group
Washington
$1.48M
BEI
608
Benjamin Edwards Inc
Missouri
$1.48M -$53.5K -152 -4%
NCM
609
Neumann Capital Management
California
$1.44M -$352 -1 -0%
KFI
610
Key Financial Inc
Pennsylvania
$1.44M +$57.4K +163 +4%
MAM
611
McCarthy Asset Management
California
$1.44M +$6.69K +19 +0.5%
TCA
612
Transcend Capital Advisors
New Jersey
$1.42M -$62K -176 -4%
GQG Partners
613
GQG Partners
Florida
$1.42M +$114K +323 +9%
GCM
614
Graver Capital Management
Ohio
$1.42M
BL
615
Balentine LLC
Georgia
$1.41M
PFPT
616
Pinnacle Financial Partners (Tennessee)
Tennessee
$1.39M
SCM
617
SOL Capital Management
Maryland
$1.39M
ES
618
Eagle Strategies
New York
$1.39M -$14.1K -40 -1%
TWM
619
Tanager Wealth Management
United Kingdom
$1.39M
KPWS
620
Kestra Private Wealth Services
Texas
$1.39M +$21.1K +60 +2%
RWM
621
Rockwood Wealth Management
Pennsylvania
$1.37M
SWP
622
Sagespring Wealth Partners
Tennessee
$1.37M -$7.75K -22 -0.6%
CCG
623
Cypress Capital Group
Florida
$1.37M +$20.1K +57 +2%
MBT
624
Montecito Bank & Trust
California
$1.35M +$1.3M +3,699 New
KCM
625
Kendall Capital Management
Maryland
$1.35M

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.