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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
KAM
1076
KEB Asset Management
Illinois
$325K – – –
CAI
1077
Capital Advisors Inc
Oklahoma
$324K -$43K -122 -12%
AWP
1078
Accretive Wealth Partners
New Jersey
$323K – – –
CA
1079
Calton & Associates
Florida
$320K +$352 +1 +0.1%
RT
1080
Rockland Trust
Massachusetts
$318K +$307K +871 New
MCM
1081
MidAtlantic Capital Management
Virginia
$318K – – –
ECM
1082
Evergreen Capital Management
Washington
$317K – – –
SRC
1083
Sage Rhino Capital
California
$317K -$704 -2 -0.2%
KCM
1084
Kanawha Capital Management
Virginia
$315K – – –
LSIA
1085
LaSalle St. Investment Advisors
Illinois
$313K +$89.1K +253 +42%
Calamos Advisors
1086
Calamos Advisors
Illinois
$313K +$40.5K +115 +16%
FA
1087
Financial Alternatives
California
$311K – – –
IWM
1088
Iams Wealth Management
Nebraska
$310K -$250K -711 -46%
KWA
1089
Kingswood Wealth Advisors
California
$308K -$352 -1 -0.1%
SF
1090
Symphony Financial
Texas
$308K +$297K +843 New
WRPWM
1091
Werba Rubin Papier Wealth Management
California
$308K +$1.06K +3 +0.4%
TFA
1092
Transamerica Financial Advisors
Florida
$308K +$297K +843 New
EFA
1093
Edge Financial Advisors
Illinois
$308K – – –
CP
1094
Covenant Partners
Tennessee
$307K – – –
PWP
1095
Principle Wealth Partners
Connecticut
$306K -$5.99K -17 -2%
RIP
1096
RAM Investment Partners
Washington
$306K – – –
ACM
1097
Allred Capital Management
Texas
$305K – – –
WAOI
1098
Wealth Advisors of Iowa
Iowa
$304K – – –
AWA
1099
Arete Wealth Advisors
Illinois
$302K -$352 -1 -0.1%
BHWM
1100
Bar Harbor Wealth Management
New Hampshire
$300K – – –
42 43
44
45 46

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.