iShares Russell 1000

IWB • ARCA

iShares Russell 1000 is an exchange-traded fund on ARCA. As of Q3 2025, 1,396 institutional investors hold shares in this ETF, with total holdings valued at $35.8B. JONES FINANCIAL COMPANIES LLLP is the largest holder with a position valued at $4.1B.

Overview

Overview of institutional ownership in IWB as of Q3 2025

All Institutions

Institutions: 1,396
Value Held: $35.8B
Shares Held: 98.2M
Avg Position: $25.7M
Median Position: $1.0M

Hedge Funds

Hedge Funds: 24
Value Held: $771.9M
Shares Held: 2.1M
Avg Position: $32.2M
Median Position: $1.3M

Biggest Investors

Institutions with the largest positions in IWB as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
J JONES FINANCIAL COMPANIES LLLP Institution	-	$4.1B 2.79% of portfolio	11.3M shares	≤ Q2 2013 Held for 12y 5m+	$146.70B
FMR LLC Institution	-	$3.6B 0.19% of portfolio	10.0M shares	≤ Q2 2013 Held for 12y 5m+	$1.92T
BANK OF AMERICA CORP /DE/ Institution	Brian T. Moynihan CEO	$1.6B 0.12% of portfolio	4.4M shares	≤ Q2 2013 Held for 12y 5m+	$1.33T
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	Christopher Russell Todd CEO	$1.5B 0.45% of portfolio	4.2M shares	≤ Q2 2013 Held for 12y 5m+	$341.99B
MORGAN STANLEY RIA/Wealth	Jed Finn CEO	$1.1B 0.07% of portfolio	3.0M shares	≤ Q2 2013 Held for 12y 5m+	$1.65T
M&T BANK CORP Institution	René F. Jones CEO	$1.0B 3.51% of portfolio	2.8M shares	≤ Q2 2013 Held for 12y 5m+	$29.5B
NORTHERN TRUST CORP Institution	Michael G. O'Grady CEO	$1.0B 0.13% of portfolio	2.8M shares	≤ Q2 2013 Held for 12y 5m+	$782.01B
L LPL Financial LLC Institution	-	$894.6M 0.26% of portfolio	2.4M shares	≤ Q2 2013 Held for 12y 5m+	$340.07B
PNC FINANCIAL SERVICES GROUP, INC. Institution	William S. Demchak CEO	$862.0M 0.52% of portfolio	2.4M shares	≤ Q2 2013 Held for 12y 5m+	$164.83B
GOLDMAN SACHS GROUP INC Institution	David M. Solomon CEO	$664.3M 0.10% of portfolio	1.8M shares	≤ Q2 2013 Held for 12y 5m+	$691.34B

Net Capital Flow

Institutional buying and selling activity for IWB in Q3 2025

Net Flow: +$395.4M
Buyers: 380
Sellers: 530
Total Bought: +$1.7B
Total Sold: −$1.3B
Avg Position: $26.5M

Biggest Buyers

Institution	Net Bought	Current Position
MORGAN STANLEY RIA/Wealth	+$396.3M +1.1M shares	$1.1B 3.0M shares
C Colony Group, LLC Institution	+$294.2M +805.1K shares	$635.9M 1.7M shares
ALLSTATE CORP Institution	+$160.0M +437.8K shares	$174.9M 478.4K shares
J JONES FINANCIAL COMPANIES LLLP Institution	+$155.5M +427.7K shares	$4.1B 11.3M shares
R ROYAL BANK OF CANADA Institution	+$66.4M +181.5K shares	$217.7M 595.7K shares
T TIAA TRUST, NATIONAL ASSOCIATION Institution	+$64.8M +177.4K shares	$268.9M 736.3K shares
CITIGROUP INC Institution	+$55.2M +151.2K shares	$76.1M 208.3K shares
TWO SIGMA INVESTMENTS LLC Hedge Fund•Multi-Strategy	+$44.0M +120.3K shares	$94.2M 257.8K shares
$US BANCORP \DE\ logo$ US BANCORP \DE\ Institution	+$33.5M +91.6K shares	$274.6M 751.2K shares
S STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM Institution	+$33.3M +91.2K shares	$55.3M 151.2K shares

Biggest Sellers

Institution	Net Sold	Current Position
Kingstone Capital Partners Texas, LLC RIA/Wealth	−$412.3M −1.2M shares	Sold Off 0 shares
BANK OF AMERICA CORP /DE/ Institution	−$131.2M −359.1K shares	$1.6B 4.4M shares
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	−$99.1M −271.2K shares	$1.5B 4.2M shares
FMR LLC Institution	−$57.9M −158.4K shares	$3.6B 10.0M shares
C Catalyst Capital Advisors LLC Institution	−$44.2M −120.9K shares	$535.7M 1.5M shares
Millburn Ridgefield Corp Hedge Fund•Quant Macro	−$44.2M −120.9K shares	$535.7M 1.5M shares
M&T BANK CORP Institution	−$33.0M −90.2K shares	$1.0B 2.8M shares
L LEGAL & GENERAL GROUP PLC Institution	−$23.2M −63.8K shares	$12.9M 35.4K shares
C C M BIDWELL & ASSOCIATES LTD Institution	−$19.2M −52.6K shares	$181.3K 496.0 shares
UBS Group AG Institution	−$18.5M −50.7K shares	$345.5M 945.2K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited IWB in Q3 2025

New Positions: 44
New Value: $35.2M
Exited Positions: 43
Exited Value: $448.7M

New Positions

Institution	Position Value
Catalytic Wealth RIA, LLC RIA/Wealth	$9.6M 26.2K shares
F FORMULATE FINANCIAL LLC RIA/Wealth	$9.1M 24.8K shares
ACADIAN ASSET MANAGEMENT LLC Long Only Manager	$3.8M 10.3K shares
R Rede Wealth, LLC RIA/Wealth	$2.5M 6.8K shares
Berman McAleer LLC RIA/Wealth	$2.2M 5.9K shares
Uniting Wealth Partners, LLC RIA/Wealth	$1.3M 3.5K shares
Pine Haven Investment Counsel, Inc RIA/Wealth	$595.7K 1.6K shares
BECKER CAPITAL MANAGEMENT INC RIA/Wealth	$508.7K 1.4K shares
ROCKLAND TRUST CO Private Equity	$318.3K 871.0 shares
Advyzon Investment Management, LLC RIA/Wealth	$296.4K 811.0 shares

Exited Positions

Institution	Previous Position
Kingstone Capital Partners Texas, LLC RIA/Wealth	$412.3M 1.2M shares
U Utah Retirement Systems Institution	$7.0M 20.7K shares
Summit Investment Advisory Services, LLC RIA/Wealth	$6.1M 18.0K shares
L Laurel Wealth Advisors LLC RIA/Wealth	$5.8M 17.0K shares
MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy	$2.4M 7.0K shares
SILVER OAK SECURITIES, Inc RIA/Wealth	$1.7M 5.1K shares
Duncan Williams Asset Management, LLC RIA/Wealth	$1.1M 3.3K shares
Wealthquest Corp RIA/Wealth	$1.1M 3.2K shares
W Wagner Wealth Management, LLC Institution	$1.0M 3.0K shares
CLIFFORD SWAN INVESTMENT COUNSEL LLC RIA/Wealth	$871.3K 2.6K shares

Options Activity

Institutions with the largest Call and Put options positions in IWB as of Q3 2025

Call Positions: 4
Call Value: $23.2M
Put Positions: 5
Put Value: $6.4M

Call Positions

Institution	Position Value
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$18.8M 515.0 contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$2.6M 70.0 contracts
J JANE STREET GROUP, LLC Institution	$1.8M 50.0 contracts
W WOLVERINE TRADING, LLC Institution	- - contracts

Put Positions

Institution	Position Value
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$5.8M 160.0 contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$365.5K 10.0 contracts
BANK OF AMERICA CORP /DE/ Institution	$182.7K 5.0 contracts
J JANE STREET GROUP, LLC Institution	- - contracts
W WOLVERINE TRADING, LLC Institution	- - contracts

Most Committed Institutions

Institutions with IWB as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
MPS Loria Financial Planners, LLC RIA/Wealth	Richard Thomas Loria President	32.46% $122.2M	334.3K shares	Q2 2017 Held for 8y 5m	$376.3M
FIDUCIARY COUNSELLING INC Family Office	Mary Julie Mckinley CEO	31.62% $11.9M	32.4K shares	Q4 2014 Held for 10y 11m	$37.5M
Brewster Financial Planning LLC RIA/Wealth	Charles Erskine Scott Brewster Managing Partner	27.28% $43.4M	118.7K shares	Q4 2021 Held for 3y 11m	$159.0M
H HOGE FINANCIAL SERVICES, LLC Institution	-	23.39% $40.8M	111.7K shares	Q4 2023 Held for 1y 11m	$174.4M
Hippocratic Financial Advisors, LLC RIA/Wealth	Ravi Davis President	23.33% $48.5M	132.7K shares	Q2 2025 Held for 5 months	$207.9M
R RED CEDAR INVESTMENT MANAGEMENT, LLC Long Only Manager	Alexander Semenovich Chernyy CEO	18.05% $152.5M	417.2K shares	Q2 2020 Held for 5y 5m	$844.7M
SENTINEL WEALTH MANAGEMENT, INC. RIA/Wealth	James Mark Joseph President	16.95% $19.5M	53.4K shares	Q2 2025 Held for 5 months	$115.1M
Gray Private Wealth, LLC RIA/Wealth	Justin James Klunder CEO	16.29% $32.3M	88.4K shares	Q1 2024 Held for 1y 8m	$198.3M
Legacy Wealth Management, Inc RIA/Wealth	Duncan L Miller CEO	15.55% $264.1M	722.6K shares	≤ Q2 2013 Held for 12y 5m+	$1.7B
Arbor Investment Advisors, LLC RIA/Wealth	Scott Edward Cawood CEO	14.00% $110.2M	301.6K shares	Q4 2010 Held for 14y 11m	$787.7M