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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
PWAM
1301
Private Wealth Asset Management
Iowa
$125K – – –
RF
1302
Roxbury Financial
New Jersey
$124K -$4.58K -13 -4%
HFS
1303
Hughes Financial Services
Virginia
$122K – – –
WCM
1304
Winthrop Capital Management
Indiana
$121K – – –
BPAMU
1305
BTG Pactual Asset Management US
New York
$120K – – –
SCA
1306
Stuart Chaussee & Associates
California
$117K – – –
PAG
1307
Paladin Advisory Group
Iowa
$113K – – –
FFA
1308
Frazier Financial Advisors
Ohio
$110K – – –
MIA
1309
Milestone Investment Advisors
Wisconsin
$110K – – –
SL
1310
Salomon & Ludwin
Virginia
$107K – – –
TF
1311
Tompkins Financial
New York
$106K – – –
PCFFS
1312
Pacific Center for Financial Services
California
$105K – – –
AT
1313
Avalon Trust
New Mexico
$104K – – –
KA
1314
Kozak & Associates
Colorado
$104K +$100K +285 New
BHWM
1315
Bay Harbor Wealth Management
Maryland
$102K -$3.17K -9 -3%
SIC
1316
SJS Investment Consulting
Ohio
$97.6K +$94K +267 New
HFS
1317
Hantz Financial Services
Michigan
$97K -$40.9K -116 -30%
MCA
1318
Maryland Capital Advisors
Maryland
$95.4K – – –
HWA
1319
HHM Wealth Advisors
Tennessee
$94.3K – – –
CTC
1320
Corundum Trust Company
South Dakota
$94.3K +$90.9K +258 New
CT
1321
Colonial Trust
South Carolina
$93.7K – – –
JFA
1322
JNBA Financial Advisors
Minnesota
$93.2K – – –
CI
1323
CX Institutional
Indiana
$93K – – –
BLC
1324
Brown, Lisle/Cummings
Rhode Island
$92.1K – – –
TCM
1325
Tanaka Capital Management
New York
$86K +$82.8K +235 New
51 52
53
54 55

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.