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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
VFG
1226
Victory Financial Group
Texas
$224K +$352 +1 +0.2%
RFA
1227
Resurgent Financial Advisors
Georgia
$224K
DF
1228
Dunhill Financial
United Kingdom
$222K +$24K +68 +13%
PPC
1229
Pennington Partners & Co
Maryland
$222K +$352 +1 +0.2%
PIN
1230
Prudent Investors Network
California
$221K +$213K +605 New
WA1
1231
Wimmer Associates 1
California
$221K
NFG
1232
Nations Financial Group
Iowa
$218K +$210K +596 New
AGP
1233
Autumn Glory Partners
Texas
$216K
TAM
1234
Titleist Asset Management
Texas
$215K -$352 -1 -0.2%
SFP
1235
Sterling Financial Planning
New Jersey
$215K
VF
1236
Vista Finance
Missouri
$215K +$207K +588 New
FSA
1237
Fort Sheridan Advisors
Illinois
$214K
SFG
1238
Snider Financial Group
Washington
$214K +$206K +584 New
BSSFA
1239
Baron Silver Stevens Financial Advisors
Florida
$213K +$205K +583 New
HWM
1240
Hemington Wealth Management
Virginia
$213K
LFS
1241
Littlejohn Financial Services
Oregon
$212K +$205K +581 New
MLIC
1242
Mandatum Life Insurance Company
Finland
$212K +$205K +581 New
MC
1243
Matisse Capital
Oregon
$212K +$204K +580 New
CCM
1244
Colorado Capital Management
Colorado
$211K +$203K +577 New
CCWM
1245
Cassaday & Co Wealth Management
Virginia
$211K +$203K +577 New
SRWM
1246
Shira Ridge Wealth Management
California
$211K +$203K +576 New
SIC
1247
Samalin Investment Counsel
New York
$210K +$203K +575 New
HI
1248
Harbour Investments
Wisconsin
$210K +$14.8K +42 +8%
LPP
1249
Life Planning Partners
Florida
$210K +$202K +574 New
OCM
1250
One Capital Management
California
$210K -$19.4K -55 -9%

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.