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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
BFO
1151
Boston Family Office
Massachusetts
$265K – – –
TC
1152
TFR Capital
Texas
$265K – – –
WDG
1153
Wealth Dimensions Group
Ohio
$265K – – –
MIM
1154
MTM Investment Management
South Carolina
$265K -$1.06K -3 -0.4%
WE
1155
Wealth Effects
Massachusetts
$264K – – –
BIA
1156
Bigelow Investment Advisors
Maine
$263K – – –
EWM
1157
EPG Wealth Management
Georgia
$263K – – –
RE
1158
Rydar Equities
Texas
$263K +$704 +2 +0.3%
GAM
1159
GEM Asset Management
Michigan
$263K – – –
FCG
1160
Financial Connections Group
California
$263K – – –
CCP
1161
Carmel Capital Partners
California
$262K – – –
AIM
1162
Athena Investment Management
California
$260K – – –
PCMF
1163
Private Capital Management (Florida)
Florida
$259K – – –
TGAM
1164
TBH Global Asset Management
Tennessee
$259K +$249K +708 New
EWA
1165
Evolution Wealth Advisors
Florida
$257K – – –
AP
1166
Aspect Partners
Virginia
$257K – – –
KWMG
1167
King Wealth Management Group
Florida
$256K -$10.6K -30 -4%
State Street
1168
State Street
Massachusetts
$256K – – –
TLFA
1169
True Link Financial Advisors
California
$256K +$2.11K +6 +0.9%
HW
1170
HORAN Wealth
Ohio
$255K +$245K +697 New
QWM
1171
Quadcap Wealth Management
Texas
$254K – – –
PWP
1172
PrairieView Wealth Partners
Illinois
$253K – – –
6F
1173
626 Financial
Michigan
$253K – – –
FCG
1174
Fielder Capital Group
Tennessee
$252K – – –
XPN
1175
XY Planning Network
Montana
$252K – – –
45 46
47
48 49

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.