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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
LWMI
1326
Legacy Wealth Management (Idaho)
Idaho
$84.8K
TCOT
1327
Trust Company of Toledo
Ohio
$78.6K
PCA
1328
Providence Capital Advisors
North Carolina
$76.2K
CFB
1329
Cullen/Frost Bankers
Texas
$73.9K +$9.16K +26 +15%
WTA
1330
Washington Trust Advisors
Massachusetts
$73.1K +$70.4K +200 New
AWM
1331
Activest Wealth Management
Florida
$71.3K +$68.7K +195 New
SGK
1332
Steigerwald Gordon & Koch
Virginia
$68K +$65.5K +186 New
MWA
1333
Medallion Wealth Advisors
Connecticut
$66.2K
CIAS
1334
Capital Investment Advisory Services
North Carolina
$65.8K -$16.6K -47 -21%
OHWP
1335
Oak Harbor Wealth Partners
North Carolina
$65.1K
SFC
1336
SYM Financial Corp
Indiana
$64.9K
KHC
1337
Koesten Hirschmann & Crabtree
Kansas
$64.7K
HWM
1338
Horizons Wealth Management
North Carolina
$62.1K
VNA
1339
Valley National Advisers
Pennsylvania
$62K
CT
1340
Caldwell Trust
Florida
$61.4K +$28.2K +80 +91%
TSMHT
1341
Thurston Springer Miller Herd & Titak
Indiana
$57.4K
KWM
1342
Kiker Wealth Management
Georgia
$57K -$21.8K -62 -28%
NRWA
1343
North Ridge Wealth Advisors
Oregon
$54.8K
APW
1344
Aventura Private Wealth
Florida
$53.4K
FMTCOCP
1345
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$53K
CCM
1346
Chilton Capital Management
Texas
$53K
RF
1347
Robinswood Financial
Washington
$52.1K
FDCP
1348
Foster Dykema Cabot & Partners
Massachusetts
$47.9K +$46.1K +131 New
RWM
1349
RMG Wealth Management
Wisconsin
$47.3K
AW
1350
Avion Wealth
Texas
$47K

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.