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
PIA
626
Petredis Investment Advisors
Pennsylvania
$1.35M
SWP
627
Strategic Wealth Partners
Ohio
$1.34M +$10.9K +31 +0.9%
RC
628
Rovin Capital
Arizona
$1.33M +$45.8K +130 +4%
VA
629
Valmark Advisers
Ohio
$1.32M -$4.58K -13 -0.4%
EI
630
Ellevest Inc
New York
$1.32M +$24.7K +70 +2%
CIA
631
Choate Investment Advisors
Massachusetts
$1.32M -$51.4K -146 -4%
HNB
632
Hilltop National Bank
Wyoming
$1.3M
HWA
633
Heritage Wealth Advisors
Virginia
$1.3M
LCWP
634
Legacy Capital Wealth Partners
Arkansas
$1.3M +$304K +862 +32%
WIC
635
Whitegate Investment Counselors
New Hampshire
$1.29M
WHCI
636
W.H. Cornerstone Investments
Massachusetts
$1.29M -$22.5K -64 -2%
ORG
637
Optimist Retirement Group
Washington
$1.29M
UWP
638
Uniting Wealth Partners
Kansas
$1.29M +$1.24M +3,523 New
BCM
639
Brookstone Capital Management
Illinois
$1.28M -$14.4K -41 -1%
WA
640
Wealthstream Advisors
New York
$1.28M
SSC
641
Syverson Strege & Co
Iowa
$1.27M -$99.3K -282 -7%
LWMNY
642
Landmark Wealth Management (New York)
New York
$1.27M -$24.7K -70 -2%
VF
643
Vawter Financial
Ohio
$1.26M +$1.21M +3,443 New
AIM
644
Aspen Investment Management
Michigan
$1.26M
OFP
645
OFC Financial Planning
New Jersey
$1.26M -$8.81K -25 -0.7%
FWA
646
FSM Wealth Advisors
Ohio
$1.26M +$43.7K +124 +4%
SC
647
Soundwatch Capital
Connecticut
$1.25M -$271K -768 -18%
FAM
648
Flaharty Asset Management
Florida
$1.25M
TT
649
TI-Trust
Illinois
$1.25M
CTA
650
Colonial Trust Advisors
South Carolina
$1.24M

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.