We are live on ! Find out more
IWB icon

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
RSWM
126
Robertson Stephens Wealth Management
California
$31.2M -$639K -1,813 -2%
XF
127
XML Financial
Maryland
$30.9M -$251K -714 -0.8%
WT
128
Whittier Trust
California
$30.7M -$201K -571 -0.7%
AIM
129
Allen Investment Management
New York
$30.5M
SI
130
Stephens Inc
Arkansas
$30.5M +$528K +1,500 +2%
NP
131
NorthRock Partners
Minnesota
$29.5M +$1.74M +4,953 +7%
SFA
132
Sequoia Financial Advisors
Ohio
$29.3M +$13.7K +39 +0%
OCG
133
Opus Capital Group
Ohio
$29.1M -$193K -548 -0.7%
P
134
&Partners
Tennessee
$29.1M +$642K +1,822 +2%
MCM
135
MAI Capital Management
Ohio
$29M -$720K -2,043 -3%
AWM
136
Act Wealth Management
Texas
$28.6M +$465K +1,321 +2%
MGIA
137
Moneta Group Investment Advisors
Missouri
$28.3M +$15.1K +43 +0.1%
William Blair & Company
138
William Blair & Company
Illinois
$28M +$127K +361 +0.5%
S
139
Sachetta
Massachusetts
$27.9M -$23.2K -66 -0.1%
Neuberger Berman Group
140
Neuberger Berman Group
New York
$27.6M -$4.91M -13,946 -16%
QCM
141
Quantinno Capital Management
New York
$27.2M +$6.48M +18,384 +33%
TRCT
142
Tower Research Capital (TRC)
New York
$26.9M +$21.8M +62,022 +532%
BCM
143
BTC Capital Management
Iowa
$26.8M +$629K +1,786 +2%
CA
144
Clearstead Advisors
Ohio
$26M -$27.1K -77 -0.1%
FNBT
145
FineMark National Bank & Trust
Florida
$26M -$836K -2,374 -3%
GIM
146
Glenmede Investment Management
Pennsylvania
$25.5M -$4.93K -14 -0%
MWM
147
Modera Wealth Management
New Jersey
$25M +$32.8K +93 +0.1%
PAS
148
Park Avenue Securities
New York
$24M -$468K -1,328 -2%
MWM
149
Mission Wealth Management
California
$23.8M -$94.7K -269 -0.4%
IWC
150
Integrated Wealth Concepts
Massachusetts
$23.7M -$590K -1,674 -3%

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.