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iShares Russell 1000 ETF
IWB

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: 1,388 → 1,417 (+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: 97 → 97 (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

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$382M
2
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$284M
3
AC
Allstate Corporation
Illinois
+$154M
4
Jones Financial Companies
Jones Financial Companies
Missouri
+$151M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$63.9M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$126M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$95.5M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$55.8M
4
CCA
Catalyst Capital Advisors
New York
-$42.6M
5
MRC
Millburn Ridgefield Corp
New York
-$42.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
JGCM
976
Joseph Group Capital Management
Ohio
$438K -$20.1K -57 -5%
GCM
977
Generation Capital Management
New York
$435K – – –
TWM
978
Thrive Wealth Management
Pennsylvania
$433K +$109K +310 +35%
RCP
979
Rothschild Capital Partners
New York
$429K +$1.06K +3 +0.3%
MWA
980
Monograph Wealth Advisors
California
$428K – – –
FFA
981
Founders Financial Alliance
North Carolina
$427K -$136K -387 -25%
ICP
982
Interchange Capital Partners
Pennsylvania
$426K – – –
GJWM
983
Gilliland Jeter Wealth Management
Arkansas
$426K -$1.76K -5 -0.4%
OWA
984
Octavia Wealth Advisors
Ohio
$425K +$410K +1,164 New
RWMG
985
Redwood Wealth Management Group
New Jersey
$425K -$7.04K -20 -2%
WFA
986
Wellspring Financial Advisors
Ohio
$424K -$39.8K -113 -9%
CAWM
987
Capital Advisors Wealth Management
Washington
$422K -$56.4K -160 -12%
SW
988
SkyOak Wealth
Michigan
$421K -$352 -1 -0.1%
GAA
989
Guardian Asset Advisors
Pennsylvania
$420K +$1.06K +3 +0.3%
RDWM
990
Red Door Wealth Management
Tennessee
$419K -$903K -2,563 -69%
LCOV
991
London Company of Virginia
Virginia
$417K -$3.21M -9,122 -89%
CAM
992
Clark Asset Management
New Hampshire
$415K -$39.4K -112 -9%
WCWM
993
Willow Creek Wealth Management
California
$415K -$14.8K -42 -4%
LA
994
LVW Advisors
New York
$412K – – –
VVP
995
Venture Visionary Partners
Ohio
$410K – – –
MWP
996
Meridian Wealth Partners
Pennsylvania
$406K – – –
MAS
997
MPWM Advisory Solutions
Georgia
$405K – – –
AIM
998
Anchor Investment Management
South Carolina
$403K +$704 +2 +0.2%
LWM
999
LongView Wealth Management
Georgia
$403K -$52.8K -150 -12%
CTWM
1000
Cherry Tree Wealth Management
Minnesota
$403K – – –
38 39
40
41 42

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.