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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
UF
1426
Univest Financial
Pennsylvania
-$743K -2,189 Closed
AG
1427
AmeriFlex Group
Nevada
-$683K -2,032 Closed
SWGC
1428
Summit Wealth Group (Colorado)
Colorado
-$671K -1,975 Closed
SI
1429
Scharf Investments
California
-$641K -1,886 Closed
HFRG
1430
Houlihan Financial Resource Group
Virginia
-$628K -1,850 Closed
TBC
1431
Ted Buchan & Co
California
-$579K -1,705 Closed
AWA
1432
ARQ Wealth Advisors
Arizona
-$433K -1,412 Closed
PCS
1433
Personal CFO Solutions
New Jersey
-$443K -1,306 Closed
LWMM
1434
Legacy Wealth Management (Mississippi)
Mississippi
-$357K -1,050 Closed
MA
1435
Mosaic Advisors
Texas
-$323K -950 Closed
TCM
1436
Traynor Capital Management
Pennsylvania
-$284K -836 Closed
AWA
1437
Amplius Wealth Advisors
Pennsylvania
-$272K -800 Closed
ISL
1438
Ingalls & Snyder LLC
New York
-$267K -786 Closed
AFA
1439
Allium Financial Advisors
Oregon
-$249K -732 Closed
RFA
1440
Rollins Financial Advisors
New York
-$242K -713 Closed
DE
1441
Diversified Enterprises
Delaware
-$229K -673 Closed
TPWM
1442
Twelve Points Wealth Management
Massachusetts
-$218K -643 Closed
SAM
1443
Satovsky Asset Management
New York
-$213K -626 Closed
VCM
1444
Virtue Capital Management
Tennessee
-$209K -615 Closed
TCM
1445
Telos Capital Management
California
-$208K -612 Closed
SC
1446
Stephens Consulting
Michigan
-$148K -435 Closed
BCMLT
1447
Beacon Capital Management LLC (Tennessee)
Tennessee
-$132K -389 Closed
GM
1448
GeoWealth Management
Illinois
-$113K -333 Closed
CFFP
1449
Center for Financial Planning
Michigan
-$113K -332 Closed
MWM
1450
MorganRosel Wealth Management
Colorado
-$106K -313 Closed

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.