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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
WA
676
Wealth Architects
California
$1.14M
CIA
677
Capital Investment Advisors
Georgia
$1.14M +$220K +626 +25%
PG
678
Patten Group
Tennessee
$1.13M -$23.2K -66 -2%
SB
679
Semitam Bonam
New York
$1.13M -$31.3K -89 -3%
CAM
680
Cozad Asset Management
Illinois
$1.12M -$3.52K -10 -0.3%
WW
681
Waterfront Wealth
Kansas
$1.12M -$20.4K -58 -2%
TW
682
TritonPoint Wealth
Maryland
$1.12M +$325K +922 +43%
NB
683
Nicolet Bankshares
Wisconsin
$1.12M
OFS
684
Oldfather Financial Services
Nebraska
$1.11M
CA
685
Cortland Associates
Missouri
$1.11M
FHA
686
Flagship Harbor Advisors
Massachusetts
$1.1M +$35.2K +100 +3%
CAM
687
Chandler Asset Management
California
$1.1M
DP
688
Denver PWM
Colorado
$1.09M
SW
689
Simplicity Wealth
New Jersey
$1.09M +$84.9K +241 +9%
AA
690
Ancora Advisors
Ohio
$1.09M +$546K +1,550 +109%
GT
691
Greenleaf Trust
Michigan
$1.08M -$704 -2 -0.1%
LFG
692
Larson Financial Group
Missouri
$1.08M +$552K +1,567 +113%
TNA
693
True North Advisors
Texas
$1.08M +$1.04M +2,953 New
MWM
694
Mittelman Wealth Management
Massachusetts
$1.08M +$211K +600 +26%
CIC
695
Carnegie Investment Counsel
Ohio
$1.08M
VWM
696
Venturi Wealth Management
Texas
$1.08M
CWA
697
CJM Wealth Advisers
Virginia
$1.07M -$81.4K -231 -7%
HWA
698
Heartwood Wealth Advisors
Virginia
$1.06M
SQA
699
Simon Quick Advisors
New Jersey
$1.06M +$165K +468 +19%
OWM
700
Orgel Wealth Management
Wisconsin
$1.06M

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.