We are live on ! Find out more
IWB icon

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
GWM
1101
Greenhouse Wealth Management
Connecticut
$300K -$2.47K -7 -0.8%
AWM
1102
Abound Wealth Management
Tennessee
$298K -$1.06K -3 -0.4%
OWA
1103
Oak Wealth Advisors
Illinois
$298K
BWA
1104
BlueChip Wealth Advisors
Georgia
$297K
AIM
1105
Advyzon Investment Management
Illinois
$296K +$286K +811 New
KFA
1106
Kapstone Financial Advisors
Ohio
$296K +$38.7K +110 +16%
KFS
1107
Kelly Financial Services
Massachusetts
$295K -$33.8K -96 -11%
BHWA
1108
Beacon Harbor Wealth Advisors
Virginia
$295K
HCM
1109
Hutchinson Capital Management
California
$295K
AA
1110
Alesco Advisors
New York
$293K -$29.6K -84 -9%
IIA
1111
IPG Investment Advisors
California
$292K -$26.4K -75 -9%
BCP
1112
Berkeley Capital Partners
Georgia
$292K -$63.4K -180 -18%
ISB
1113
Iowa State Bank
Iowa
$292K
MWM
1114
Melfa Wealth Management
Massachusetts
$292K
NL
1115
NWAM LLC
Washington
$292K -$352 -1 -0.1%
FA
1116
Faithward Advisors
Pennsylvania
$292K +$704 +2 +0.3%
IP
1117
Isthmus Partners
Wisconsin
$291K
BIG
1118
Builder Investment Group
Georgia
$290K
MA
1119
Marquette Associates
Illinois
$289K
SSW
1120
Stone Summit Wealth
Florida
$288K
MW
1121
MBL Wealth
North Carolina
$288K
OCPWS
1122
One Charles Private Wealth Services
Massachusetts
$286K -$8.81K -25 -3%
NS
1123
NBC Securities
Alabama
$286K
QIM
1124
Quest Investment Management
Oregon
$286K +$20.1K +57 +8%
FOR
1125
Family Office Research
Maryland
$283K +$352 +1 +0.1%

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.