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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
PCM
1401
Palouse Capital Management
Washington
$8.04K – – –
KSWA
1402
Kathleen S. Wright Associates
Pennsylvania
$8.04K +$7.75K +22 New
DCM
1403
Davis Capital Management
Florida
$7.67K +$7.4K +21 New
MSWA
1404
Marshall & Sterling Wealth Advisors
New York
$7.31K -$40.2K -114 -85%
MFA
1405
Morling Financial Advisors
California
$7.31K +$7.04K +20 New
BC
1406
Barrett & Company
Rhode Island
$6.21K – – –
LWA
1407
Lowe Wealth Advisors
Maryland
$5.85K – – –
National Bank of Canada
1408
National Bank of Canada
Quebec, Canada
$5.49K – – –
KTC
1409
Kentucky Trust Company
Kentucky
$5.48K – – –
AFWM
1410
Abich Financial Wealth Management
Virginia
$5.48K +$5.28K +15 New
ABWM
1411
Alpine Bank Wealth Management
Colorado
$4.75K +$4.58K +13 New
WAS
1412
Winch Advisory Services
Wisconsin
$4.43K – – –
MHR
1413
Matthew Hamilton Rosenberg
$4.39K -$8.81K -25 -68%
AT
1414
Arlington Trust
Alabama
$4.02K – – –
BL
1415
BFSG LLC
California
$3.7K +$3.52K +10 New
Barclays
1416
Barclays
United Kingdom
$3.65K – – –
NWMP
1417
Noble Wealth Management PBC
Colorado
$1.83K +$1.76K +5 New
HWM
1418
HighMark Wealth Management
Minnesota
$1.82K +$1.76K +5 New
WCM
1419
Weaver Capital Management
Georgia
$731 – – –
URS
1420
Utah Retirement Systems
Utah
– -$7.03M -20,700 Closed
Millennium Management
1421
Millennium Management
New York
– -$2.36M -6,955 Closed
SOS
1422
Silver Oak Securities
Tennessee
– -$1.72M -5,063 Closed
W
1423
Wealthquest
Ohio
– -$1.09M -3,206 Closed
WWMSC
1424
Wagner Wealth Management (South Carolina)
South Carolina
– -$1.03M -3,045 Closed
CSIC
1425
Clifford Swan Investment Counsel
California
– -$871K -2,566 Closed
55 56
57
58 59

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.