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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
CNBT
901
Canandaigua National Bank & Trust
New York
$568K
NCM
902
Northside Capital Management
Oregon
$565K
WP
903
WealthPLAN Partners
Nebraska
$564K
HCP
904
Holt Capital Partners
Texas
$561K
PWP
905
Prasad Wealth Partners
Ohio
$560K +$1.41K +4 +0.3%
GWM
906
Geneos Wealth Management
Colorado
$558K +$704 +2 +0.1%
RW
907
Ridgeline Wealth
Arizona
$554K -$352 -1 -0.1%
CWM
908
Cornerstone Wealth Management
Missouri
$551K +$15.8K +45 +3%
PCP
909
Proficio Capital Partners
Massachusetts
$545K
OBWP
910
O'Brien Wealth Partners
Massachusetts
$544K -$3.52K -10 -0.7%
SWA
911
Sax Wealth Advisors
New Jersey
$541K +$352 +1 +0.1%
RWM
912
Ritholtz Wealth Management
New York
$541K -$85.2K -242 -14%
WWM
913
Western Wealth Management
Colorado
$540K -$4.58K -13 -0.9%
SEIA
914
Signature Estate & Investment Advisors
California
$540K -$129K -365 -20%
FNBOO
915
First National Bank of Omaha
Nebraska
$540K +$520K +1,477 New
BWCS
916
Beirne Wealth Consulting Services
Connecticut
$537K
KIA
917
KCM Investment Advisors
California
$535K +$160K +453 +45%
KJHP
918
K.J. Harrison & Partners
Ontario, Canada
$530K
CWP
919
Curated Wealth Partners
California
$530K
SL
920
Sentry LLC
Tennessee
$529K -$16.9K -48 -3%
SWM
921
SeaCrest Wealth Management
New York
$522K -$69.4K -197 -12%
CI
922
CPR Investments
Michigan
$521K -$95.1K -270 -16%
SAM
923
Summit Asset Management
Tennessee
$520K
CA
924
Clune & Associates
Illinois
$520K +$1.41K +4 +0.3%
AWA
925
Arbor Wealth Advisors
Michigan
$519K

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.