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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
Jones Financial Companies
1
Jones Financial Companies
Missouri
$4.09B +$151M +427,736 +4%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$3.65B -$55.8M -158,421 -2%
Bank of America
3
Bank of America
North Carolina
$1.61B -$126M -359,105 -8%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$1.53B -$95.5M -271,202 -6%
Morgan Stanley
5
Morgan Stanley
New York
$1.1B +$382M +1,084,252 +57%
M&T Bank
6
M&T Bank
New York
$1.04B -$31.8M -90,193 -3%
Northern Trust
7
Northern Trust
Illinois
$1.01B -$632K -1,794 -0.1%
LPL Financial
8
LPL Financial
California
$895M +$6.69K +19 +0%
PNC Financial Services Group
9
PNC Financial Services Group
Pennsylvania
$862M -$9.61M -27,272 -1%
Goldman Sachs
10
Goldman Sachs
New York
$664M +$13.1M +37,080 +2%
Focus Partners Wealth
11
Focus Partners Wealth
Massachusetts
$636M +$284M +805,083 +86%
BlackRock
12
BlackRock
New York
$631M +$24.3M +68,955 +4%
Wells Fargo
13
Wells Fargo
California
$584M -$2.87M -8,144 -0.5%
CCA
14
Catalyst Capital Advisors
New York
$536M -$42.6M -120,929 -8%
MRC
15
Millburn Ridgefield Corp
New York
$536M -$42.6M -120,929 -8%
JIC
16
Johnson Investment Counsel
Ohio
$521M +$7.5M +21,288 +2%
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$489M -$11.7M -33,328 -2%
JP Morgan Chase
18
JP Morgan Chase
New York
$483M -$8.22M -23,327 -2%
BF
19
BOK Financial
Oklahoma
$468M -$3.14M -8,923 -0.7%
CAPTRUST Financial Advisors
20
CAPTRUST Financial Advisors
North Carolina
$427M -$1.86M -5,284 -0.5%
Pathstone Holdings
21
Pathstone Holdings
New Jersey
$426M -$168K -478 -0%
UBS Group
22
UBS Group
Switzerland
$345M -$17.8M -50,661 -5%
NMIFOAC
23
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$289M
Mercer Global Advisors
24
Mercer Global Advisors
Colorado
$289M +$2.12M +6,028 +0.8%
Cerity Partners
25
Cerity Partners
New York
$277M +$2.87M +8,149 +1%

IWB Hedge Fund Activity: Q3 2025 in Review

1,417 of the 7,619 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.