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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
MPIA
1251
Mountain Pacific Investment Advisers
Idaho
$210K +$202K +573 New
B
1252
Bailard
California
$209K -$35.2K -100 -15%
LIA
1253
LS Investment Advisors
Michigan
$209K -$17.6K -50 -8%
SWMP
1254
Signature Wealth Management Partners
New Jersey
$208K +$201K +570 New
Fayez Sarofim & Co
1255
Fayez Sarofim & Co
Texas
$208K +$200K +568 New
3F
1256
360 Financial
Minnesota
$206K -$35.2K -100 -15%
BP
1257
BBR Partners
New York
$206K +$199K +564 New
NAG
1258
Northstar Advisory Group
New Jersey
$206K +$198K +563 New
OC
1259
Oarsman Capital
Wisconsin
$205K +$198K +562 New
BSI
1260
Bennett Selby Investments
Maine
$205K +$198K +561 New
BFS
1261
BridgePort Financial Solutions
Iowa
$205K +$197K +560 New
RW
1262
RVW Wealth
California
$202K +$195K +553 New
NCM
1263
Northwest Capital Management
Oregon
$202K +$704 +2 +0.4%
PTC
1264
Private Trust Company
Ohio
$201K -$262K -745 -58%
CFA
1265
CWS Financial Advisors
Michigan
$201K +$194K +550 New
BCM
1266
Blume Capital Management
California
$201K – – –
HWM
1267
HFG Wealth Management
Texas
$201K +$193K +549 New
SAMC
1268
Spectrum Asset Management (California)
California
$200K +$193K +548 New
AWP
1269
Axis Wealth Partners
Rhode Island
$200K +$193K +547 New
RDFA
1270
Ritter Daniher Financial Advisory
Ohio
$200K – – –
RFP
1271
Root Financial Partners
California
$195K +$188K +533 New
CSB
1272
City State Bank
Iowa
$192K – – –
WP
1273
WealthShield Partners
North Carolina
$187K +$63K +179 +54%
FPF
1274
First Pacific Financial
Washington
$186K +$352 +1 +0.2%
FW
1275
Fairway Wealth
Ohio
$184K +$35.2K +100 +25%
49 50
51
52 53

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.