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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
LKWM
1026
Lee-Kelleher Wealth Management
Maryland
$374K – – –
APP
1027
Avantax Planning Partners
Iowa
$373K – – –
SFS
1028
Sowell Financial Services
Arkansas
$371K -$329K -934 -48%
IRC
1029
Investors Research Corp
Georgia
$370K -$1.81M -5,140 -84%
BA
1030
Bridgewater Advisors
New York
$369K – – –
AWC
1031
Abundance Wealth Counselors
Pennsylvania
$368K -$23.6K -67 -6%
SI
1032
Saxon Interests
Texas
$366K – – –
AG
1033
Advocate Group
Minnesota
$365K – – –
PMWMG
1034
Parr McKnight Wealth Management Group
Minnesota
$365K – – –
UB
1035
Umpqua Bank
Oregon
$364K -$186K -528 -35%
AHC
1036
Adell Harriman & Carpenter
Texas
$363K – – –
CCM
1037
Cambridge Capital Management
Illinois
$361K +$1.06K +3 +0.3%
FWM
1038
FFT Wealth Management
Pennsylvania
$359K +$352 +1 +0.1%
WA
1039
WBH Advisory
Maryland
$358K -$1.06K -3 -0.3%
HWM
1040
Howard Wealth Management
Connecticut
$358K +$352 +1 +0.1%
CPCM
1041
Cardinal Point Capital Management
Ontario, Canada
$357K -$114K -323 -25%
SAM
1042
S.A. Mason
Michigan
$356K – – –
RFG
1043
Range Financial Group
Oregon
$356K – – –
NC
1044
NovaPoint Capital
Georgia
$353K +$341K +967 New
TF
1045
Tenon Financial
New Jersey
$353K – – –
GC
1046
Gibson Capital
Pennsylvania
$350K – – –
FC
1047
Fulcrum Capital
Washington
$350K – – –
Squarepoint
1048
Squarepoint
New York
$349K +$336K +955 New
GWM
1049
Gibbs Wealth Management
Georgia
$348K -$13K -37 -4%
RMCM
1050
Reynders McVeigh Capital Management
Massachusetts
$348K -$52.8K -150 -14%
40 41
42
43 44

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.