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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
Bank of Montreal
51
Bank of Montreal
Ontario, Canada
$112M +$8.79M +24,964 +9%
MCWS
52
McKinley Carter Wealth Services
West Virginia
$111M -$445K -1,263 -0.4%
AIA
53
Arbor Investment Advisors
North Carolina
$110M -$15.9M -45,047 -13%
JHU
54
Johns Hopkins University
Maryland
$96.7M
Two Sigma Investments
55
Two Sigma Investments
New York
$94.2M +$42.4M +120,300 +87%
WAG
56
Winthrop Advisory Group
Massachusetts
$92.8M -$1.13M -3,221 -1%
ANTB
57
AMG National Trust Bank
Colorado
$90.2M -$275K -781 -0.3%
Baird Financial Group
58
Baird Financial Group
Wisconsin
$85.7M -$638K -1,812 -0.8%
BP
59
Ballentine Partners
Massachusetts
$77.7M -$947K -2,690 -1%
Citigroup
60
Citigroup
New York
$76.1M +$53.2M +151,168 +265%
CCM
61
Coldstream Capital Management
Washington
$75.3M -$2.43M -6,905 -3%
Commonwealth Equity Services
62
Commonwealth Equity Services
Massachusetts
$74.5M -$4.25M -12,058 -6%
JWA
63
JFS Wealth Advisors
Pennsylvania
$74M -$1.47M -4,167 -2%
BFPW
64
BOK Financial Private Wealth
Colorado
$74M -$2.08M -5,906 -3%
Stifel Financial
65
Stifel Financial
Missouri
$72.5M +$3.16M +8,975 +5%
CB
66
Commerce Bank
Missouri
$72M -$1.66M -4,711 -2%
WT
67
Washington Trust
Rhode Island
$71.2M -$226K -642 -0.3%
BNP Paribas Financial Markets
68
BNP Paribas Financial Markets
France
$67.1M -$654K -1,856 -1%
Kovitz Investment Group Partners
69
Kovitz Investment Group Partners
Illinois
$65.1M -$2.39M -6,799 -4%
BJL
70
Brighton Jones LLC
Washington
$64.7M -$287K -814 -0.5%
PS
71
Principal Securities
Iowa
$64.3M -$1.03M -2,928 -2%
Osaic Holdings
72
Osaic Holdings
Arizona
$64.1M +$5.16M +14,653 +9%
Cambridge Investment Research Advisors
73
Cambridge Investment Research Advisors
Iowa
$64M -$581K -1,650 -0.9%
WANY
74
Wealthspire Advisors (New York)
New York
$63.7M -$526K -1,494 -0.8%
FA
75
Fountainhead AM
New Jersey
$63.2M -$1.6M -4,529 -3%

IWB Hedge Fund Activity: Q3 2025 in Review

1,417 of the 7,619 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.