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
AFA
101
American Financial Advisors
Georgia
$41.8M -$976K -2,772 -2%
Wealthfront Advisers
102
Wealthfront Advisers
California
$41.3M -$1.19M -3,370 -3%
AL
103
Aspiriant LLC
California
$41M -$213K -604 -0.5%
HFS
104
Hoge Financial Services
Pennsylvania
$40.8M -$402K -1,142 -1%
SIC
105
Sigma Investment Counselors
Michigan
$40.1M -$684K -1,942 -2%
MA
106
Montag & Associates
Georgia
$39.4M +$516K +1,464 +1%
WTC
107
WhitTier Trust Company
Nevada
$38.8M
BB
108
Busey Bank
Illinois
$38.4M -$685K -1,944 -2%
BPA
109
Beacon Pointe Advisors
California
$38.1M -$4.3M -12,202 -10%
RhumbLine Advisers
110
RhumbLine Advisers
Massachusetts
$37.8M -$12.2M -34,755 -25%
CI
111
Constellation Investments
Ohio
$37.1M
RFA
112
RTD Financial Advisors
Pennsylvania
$36.2M -$1.18M -3,360 -3%
DLIC
113
Daido Life Insurance Company
Japan
$35.8M -$17M -48,166 -33%
SLT
114
St Louis Trust
Missouri
$35.4M -$2.75M -7,820 -7%
FPTW
115
Franklin, Parlapiano, Turner & Welch
Texas
$35.2M -$1.59M -4,514 -4%
TWP
116
TFO Wealth Partners
Ohio
$33.3M
SC
117
Schoolcraft Capital
Colorado
$33.1M -$1.65M -4,687 -5%
LA
118
Legacy Advisors
Pennsylvania
$32.7M +$20.8M +59,111 +194%
WFAG
119
Wescott Financial Advisory Group
Pennsylvania
$32.3M -$335K -952 -1%
GPW
120
Gray Private Wealth
Massachusetts
$32.3M -$650K -1,845 -2%
KAS
121
Kestra Advisory Services
Texas
$32M +$1.35M +3,827 +5%
PIM
122
Parker Investment Management
California
$32M -$148K -421 -0.5%
MHC
123
May Hill Capital
Massachusetts
$31.4M -$102K -290 -0.3%
KIM
124
Karpus Investment Management
New York
$31.3M +$109K +309 +0.4%
WSFS
125
Wilmington Savings Fund Society
Delaware
$31.3M -$135K -382 -0.4%

IWB Hedge Fund Activity: Q3 2025 in Review

1,417 of the 7,619 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.