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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
CWM
1276
Copia Wealth Management
Oregon
$183K -$7.4K -21 -4%
TCA
1277
Trifecta Capital Advisors
Illinois
$183K
BHWM
1278
Beaird Harris Wealth Management
Texas
$181K -$43.7K -124 -20%
CMBA
1279
C.M. Bidwell & Associates
Hawaii
$181K -$18.5M -52,585 -99%
GBT
1280
Grove Bank & Trust
Florida
$179K +$94.7K +269 +121%
CCMI
1281
Creative Capital Management Investments
California
$176K +$170K +482 New
CA
1282
CoreCap Advisors
Michigan
$175K -$1.64M -4,665 -91%
MEG
1283
Millstone Evans Group
Colorado
$175K
BTD
1284
BankPlus Trust Department
Mississippi
$168K -$26.8K -76 -14%
CFD
1285
Creative Financial Designs
Indiana
$168K +$4.93K +14 +3%
GI
1286
GAMMA Investing
California
$165K
EAM
1287
Eukles Asset Management
Ohio
$163K
POIA
1288
Pin Oak Investment Advisors
Texas
$163K
WIM
1289
Westside Investment Management
California
$157K
IF
1290
Integrity Financial
Wyoming
$152K +$147K +416 New
ME
1291
McIlrath & Eck
Washington
$149K -$34.9K -99 -19%
FM
1292
Family Management
New York
$148K
FCMT
1293
Founders Capital Management (Texas)
Texas
$144K
HR
1294
Howe & Rusling
New York
$143K
FLP
1295
Financial Life Planners
Arizona
$140K +$135K +383 New
IBOK
1296
Independence Bank of Kentucky
Kentucky
$136K
PW
1297
Pandora Wealth
Illinois
$136K
CMA
1298
Cedar Mountain Advisors
Oregon
$134K
PS
1299
Pinney & Scofield
Massachusetts
$132K
CW
1300
Curio Wealth
Maryland
$128K +$123K +350 New

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.