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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
CAL
701
Capital Advisors Ltd
Ohio
$1.06M +$3.87K +11 +0.4%
TCM
702
Tandem Capital Management
New Jersey
$1.06M
FFA
703
Fi3 Financial Advisors
Indiana
$1.05M
HNWA
704
Henrickson Nauta Wealth Advisors
Michigan
$1.05M
WPA
705
West Paces Advisors
Georgia
$1.04M
MPM
706
Meritage Portfolio Management
Kansas
$1.03M
DC
707
Davenport & Co
Virginia
$1.03M +$1.06K +3 +0.1%
PWM
708
Penobscot Wealth Management
Maine
$1.02M -$33.5K -95 -3%
MOS
709
MGO One Seven
Ohio
$1.02M -$138K -391 -12%
MPW
710
MA Private Wealth
California
$1.02M -$33.5K -95 -3%
AIM
711
Avity Investment Management
Connecticut
$1.01M -$352 -1 -0%
FWI
712
Facet Wealth Inc
Maryland
$1.01M -$704 -2 -0.1%
SWM
713
Segment Wealth Management
Texas
$1.01M
IWM
714
IHT Wealth Management
Illinois
$1M +$77.8K +221 +9%
CAAM
715
Cornerstone Advisors Asset Management
Pennsylvania
$1M -$1.8M -5,115 -65%
EW
716
Enzi Wealth
Texas
$1,000K
FWP
717
Firethorn Wealth Partners
Georgia
$995K -$8.1K -23 -0.8%
BTW
718
Boston Trust Walden
Massachusetts
$989K
FNT
719
First National Trust
Pennsylvania
$987K
LP
720
LGL Partners
Pennsylvania
$983K +$2.47K +7 +0.3%
HTHT
721
Hemenway Trust Hemenway Trust
New Hampshire
$976K -$31.7K -90 -3%
LT
722
Legacy Trust
Michigan
$974K -$24.7K -70 -3%
MPWT
723
MassMutual Private Wealth & Trust
Connecticut
$973K -$19.7K -56 -2%
GIA
724
Gladstone Institutional Advisory
Florida
$965K -$1.41K -4 -0.2%
5W
725
5T Wealth
California
$964K +$109K +309 +13%

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.