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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 New York Mellon
76
Bank of New York Mellon
New York
$61.8M -$160K -453 -0.3%
MML Investors Services
77
MML Investors Services
Massachusetts
$61M -$141K -401 -0.2%
EA
78
Enclave Advisors
Texas
$60.8M -$2.04M -5,794 -3%
Brown Advisory
79
Brown Advisory
Maryland
$60.3M -$7.25M -20,589 -11%
Envestnet Portfolio Solutions
80
Envestnet Portfolio Solutions
Illinois
$57.5M -$6.16M -17,488 -10%
Schroder Investment Management Group
81
Schroder Investment Management Group
United Kingdom
$55.6M +$3.1M +8,810 +6%
State Board of Administration of Florida Retirement System
82
State Board of Administration of Florida Retirement System
Florida
$55.3M +$32.1M +91,200 +152%
CA
83
Cambridge Associates
Massachusetts
$53.5M +$903K +2,563 +2%
EH
84
Equitable Holdings
New York
$53.4M +$656K +1,862 +1%
Corient Private Wealth
85
Corient Private Wealth
Florida
$52.6M +$3.13M +8,892 +7%
JSL
86
JT Stratford LLC
Georgia
$52.4M +$3.76M +10,670 +8%
CCA
87
Conservest Capital Advisors
Pennsylvania
$50.7M +$101K +286 +0.2%
CL
88
Choreo LLC
Illinois
$49.9M -$895K -2,541 -2%
HFA
89
Hippocratic Financial Advisors
California
$48.5M +$1.06M +3,012 +2%
JPG
90
Jordan Park Group
California
$48.3M -$8.08M -22,937 -15%
AQR Capital Management
91
AQR Capital Management
Connecticut
$47M +$12.2M +34,630 +37%
NA
92
NewEdge Advisors
Louisiana
$45.7M +$656K +1,863 +2%
KP
93
Keel Point
Alabama
$45.6M +$226K +642 +0.5%
Rockefeller Capital Management
94
Rockefeller Capital Management
New York
$45.4M +$689K +1,956 +2%
TC
95
Trust Company
Kansas
$45.1M +$396K +1,123 +0.9%
FMP
96
Financial Management Professionals
Texas
$44.3M +$969K +2,752 +2%
DIP
97
DT Investment Partners
Pennsylvania
$44.3M -$2.35M -6,664 -5%
NPT
98
Nixon Peabody Trust
Massachusetts
$43.9M -$12.6M -35,884 -23%
Lido Advisors
99
Lido Advisors
California
$43.6M +$1.43M +4,046 +4%
BFP
100
Brewster Financial Planning
New York
$43.4M -$378K -1,074 -0.9%

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.