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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
BRM
1126
Boston Research & Management
Massachusetts
$280K – – –
WCP
1127
Wealthcare Capital Partners
Pennsylvania
$280K -$17.6K -50 -6%
LAM
1128
Lewis Asset Management
California
$279K +$352 +1 +0.1%
CAS
1129
Coppell Advisory Solutions
Texas
$278K +$269K +764 New
MFA
1130
Millington Financial Advisors
Illinois
$278K +$40.2K +114 +18%
HCM
1131
Highview Capital Management
Illinois
$278K – – –
HFP
1132
Holistic Financial Partners
Indiana
$278K – – –
SAG
1133
SageView Advisory Group
California
$277K – – –
QC
1134
Quent Capital
New York
$276K +$266K +756 New
PAM
1135
Pacific Asset Management
Washington
$276K +$266K +755 New
RWM
1136
Rialto Wealth Management
New York
$276K – – –
KPWM
1137
KDK Private Wealth Management
Texas
$275K – – –
MAA
1138
Matrix Asset Advisors
New York
$275K +$10.2K +29 +4%
GFG
1139
Goldstone Financial Group
Illinois
$274K – – –
MTIC
1140
Missouri Trust & Investment Company
Missouri
$274K – – –
AFAS
1141
Acorn Financial Advisory Services
Virginia
$274K – – –
SPC
1142
Sigma Planning Corp
Michigan
$274K +$15.8K +45 +6%
FCFC
1143
First Commonwealth Financial Corp
Pennsylvania
$273K – – –
BWP
1144
Balboa Wealth Partners
Arizona
$272K – – –
PCA
1145
Purkiss Capital Advisors
Connecticut
$268K -$4.93K -14 -2%
RWA
1146
Redhawk Wealth Advisors
Minnesota
$267K -$6.69K -19 -3%
W
1147
WealthCollab
Washington
$267K – – –
BPC
1148
Bearing Point Capital
Minnesota
$267K – – –
NCFG
1149
New Century Financial Group
New Jersey
$266K -$18.3K -52 -7%
JSA
1150
Jacobson & Schmitt Advisors
Wisconsin
$266K +$256K +727 New
44 45
46
47 48

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.