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iShares Russell 1000 ETF

1,466 hedge funds and large institutions have $34.9B invested in iShares Russell 1000 ETF in 2026 Q1 according to their latest regulatory filings, with 87 funds opening new positions, 422 increasing their positions, 521 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more call options, than puts

Call options by funds: $19.3M | Put options by funds: $8.81M

13% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 77

0.48% less ownership

Funds ownership: 81.9%81.42% (-0.48%)

2% less funds holding

Funds holding: 1,4931,466 (-27)

7% less funds holding in top 10

Funds holding in top 10: 9891 (-7)

8% less capital invested

Capital invested by funds: $37.8B → $34.9B (-$2.91B)

19% less repeat investments, than reductions

Existing positions increased: 422 | Existing positions reduced: 521

Holders
1,466
Holders Change
-27
Holders Change %
-1.81%
% of All Funds
18.04%
Holding in Top 10
91
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-7.14%
% of All Funds
1.12%
New
87
Increased
422
Reduced
521
Closed
77
Calls
$19.3M
Puts
$8.81M
Net Calls
+$10.5M
Net Calls Change
+$2.04M
Name Holding Trade Value Shares
Change
Change in
Stake
Jones Financial Companies
1
Jones Financial Companies
Missouri
$3.64B -$419M -1,124,576 -10%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$3.59B +$80.3M +215,618 +2%
Bank of America
3
Bank of America
North Carolina
$1.84B +$89.7M +240,695 +5%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$1.55B -$83.7M -224,704 -5%
M&T Bank
5
M&T Bank
New York
$998M -$11.8M -31,609 -1%
Northern Trust
6
Northern Trust
Illinois
$948M -$12.4M -33,241 -1%
LPL Financial
7
LPL Financial
California
$904M +$31.9M +85,699 +3%
PNC Financial Services Group
8
PNC Financial Services Group
Pennsylvania
$831M +$11.9M +32,054 +1%
Morgan Stanley
9
Morgan Stanley
New York
$724M -$22.4M -60,090 -3%
Focus Partners Wealth
10
Focus Partners Wealth
Massachusetts
$689M -$8.29M -22,249 -1%
CCA
11
Catalyst Capital Advisors
New York
$585M +$66.7M +179,128 +12%
MRC
12
Millburn Ridgefield Corp
New York
$585M +$66.7M +179,128 +12%
BlackRock
13
BlackRock
New York
$584M -$216M -578,721 -26%
Wells Fargo
14
Wells Fargo
California
$563M -$11.7M -31,381 -2%
JIC
15
Johnson Investment Counsel
Ohio
$506M +$6.07M +16,281 +1%
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$492M +$21.6M +57,860 +4%
BF
17
BOK Financial
Oklahoma
$459M -$3.78M -10,131 -0.8%
CAPTRUST Financial Advisors
18
CAPTRUST Financial Advisors
North Carolina
$456M +$42.8M +114,867 +10%
JP Morgan Chase
19
JP Morgan Chase
New York
$439M -$28.5M -76,444 -6%
Goldman Sachs
20
Goldman Sachs
New York
$417M -$80.4M -215,876 -16%
UBS Group
21
UBS Group
Switzerland
$406M +$85.2M +228,752 +25%
Pathstone Holdings
22
Pathstone Holdings
New Jersey
$397M +$940K +2,524 +0.2%
US Bancorp
23
US Bancorp
Minnesota
$318M +$43.3M +116,249 +15%
Fifth Third Bancorp
24
Fifth Third Bancorp
Ohio
$303M +$188M +504,045 +146%
Cerity Partners
25
Cerity Partners
New York
$285M +$20.5M +55,090 +7%

IWB Hedge Fund Activity: Q1 2026 in Review

1,466 of the 8,128 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 ETF (IWB) for Q1 2026, worth a combined $34.9B — down 7.7% from $37.8B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new IWB positions and 77 closed out — a net gain of 10 holders — while 422 added to existing stakes and 521 trimmed.

The largest buyer was Fifth Third Bancorp, adding an estimated $188M. The largest seller was Jones Financial Companies, cutting an estimated $419M.

  • 1,466 institutional investors held iShares Russell 1000 ETF (IWB) as of Q1 2026, down from 1,493 in Q4 2025.
  • Funds reported $34.9B of iShares Russell 1000 ETF stock for Q1 2026, down 7.7% quarter-over-quarter.
  • 87 funds opened new iShares Russell 1000 ETF positions in Q1 2026 and 77 closed out, a net change of +10 holders.
  • The largest iShares Russell 1000 ETF buyer in Q1 2026 was Fifth Third Bancorp, an estimated $188M added.
  • The largest iShares Russell 1000 ETF seller in Q1 2026 was Jones Financial Companies, an estimated $419M sold.

Based on aggregated 13F filings for Q1 2026.