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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
18.03%
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
SWP
251
Summit Wealth Partners
Florida
$8.89M -$155K -415 -2%
CIC
252
Chilton Investment Company
Connecticut
$8.75M
AIA
253
Arcadia Investment Advisors
Idaho
$8.66M -$75.3K -202 -0.8%
USWIA
254
UP Strategic Wealth Investment Advisors
Pennsylvania
$8.59M
TF
255
Tudor Financial
Ohio
$8.46M -$90.9K -244 -1%
GWMR
256
GC Wealth Management RIA
Massachusetts
$8.43M -$960K -2,575 -10%
MCM
257
MV Capital Management
Maryland
$8.35M -$26.5K -71 -0.3%
CAM
258
Campion Asset Management
Virginia
$8.34M -$134K -360 -2%
RZH
259
Relyea Zuckerberg Hanson
Connecticut
$8.21M +$1.49K +4 +0%
OFG
260
Omega Financial Group
California
$8.13M -$596K -1,600 -7%
FPCP
261
Fort Point Capital Partners
California
$8.12M -$422K -1,132 -5%
AG
262
AlTi Global
New York
$8.08M -$32K -86 -0.4%
STA
263
Summit Trail Advisors
New York
$8.06M +$3.35M +8,991 +66%
CWM
264
Circle Wealth Management
New Jersey
$7.89M +$2.61K +7 +0%
KA
265
Klingman & Associates
New York
$7.86M +$85.7K +230 +1%
AFG
266
Atomi Financial Group
New York
$7.85M +$3.36M +9,021 +69%
NC
267
NewSquare Capital
Pennsylvania
$7.76M -$115K -309 -1%
QCM
268
QRG Capital Management
Illinois
$7.73M -$7.69M -20,627 -49%
AAM
269
Ackerman Asset Management
Maryland
$7.65M -$184K -493 -2%
BFG
270
Bleakley Financial Group
New Jersey
$7.57M -$34.3K -92 -0.4%
UCFA
271
United Capital Financial Advisors
Texas
$7.53M -$329K -883 -4%
XT
272
XTX Topco
Cayman Islands
$7.5M +$2.69M +7,211 +52%
SWM
273
Spire Wealth Management
Virginia
$7.44M +$1.12K +3 +0%
SIA
274
Stegner Investment Associates
Kentucky
$7.32M -$76.8K -206 -1%
EAM
275
Evanson Asset Management
California
$7.32M -$1.86K -5 -0%

IWB Hedge Fund Activity: Q1 2026 in Review

1,466 of the 8,130 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.