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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
IIA
1201
Integral Investment Advisors
California
$238K +$230K +652 New
UBV
1202
United Bank (Virginia)
Virginia
$238K – – –
TWP
1203
Triad Wealth Partners
Kansas
$237K +$228K +648 New
FGAM
1204
Financial Gravity Asset Management
Texas
$236K +$228K +647 New
DI
1205
Disciplined Investments
Oklahoma
$236K – – –
GAM
1206
Gould Asset Management
California
$235K – – –
SA
1207
Seneschal Advisors
Washington
$235K – – –
NG
1208
NWK Group
California
$234K – – –
IA
1209
IFG Advisory
Georgia
$234K +$352 +1 +0.2%
WCM
1210
Windsor Capital Management
Arizona
$233K -$12.3K -35 -5%
PCA
1211
Pallas Capital Advisors
Massachusetts
$233K -$30.6K -87 -12%
NCM
1212
Novare Capital Management
North Carolina
$231K – – –
AGC
1213
Aspen Grove Capital
Colorado
$231K – – –
DWM
1214
Diversify Wealth Management
Utah
$230K – – –
TAM
1215
Tucker Asset Management
Colorado
$230K +$222K +629 New
MC
1216
Moors & Cabot
Massachusetts
$229K -$12.7K -36 -5%
AWA
1217
AGH Wealth Advisors
Kansas
$228K – – –
PWMG
1218
Prestige Wealth Management Group
New Jersey
$228K – – –
HCM
1219
Howland Capital Management
Massachusetts
$228K – – –
TI
1220
Trexquant Investment
Connecticut
$227K +$219K +621 New
FDS
1221
Freedom Day Solutions
Texas
$227K +$352 +1 +0.2%
BOSSRA
1222
B.O.S.S. Retirement Advisors
Utah
$226K -$32.1K -91 -13%
RGC
1223
Roberts, Glore & Co
Illinois
$226K – – –
GGS
1224
Galvin Gaustad & Stein
Arizona
$226K – – –
NEWAS
1225
N.E.W. Advisory Services
Wisconsin
$224K – – –
47 48
49
50 51

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.