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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
GSEP
351
Golden State Equity Partners
California
$4.49M +$4.07M +10,915 +648%
SHGA
352
Sand Hill Global Advisors
California
$4.46M -$32.8K -88 -0.7%
SFS
353
Summit Financial Strategies
Ohio
$4.45M -$102K -274 -2%
BWA
354
Basecamp Wealth Advisors
Washington
$4.43M
VWA
355
Visionary Wealth Advisors
Illinois
$4.43M -$74.9K -201 -2%
TAM
356
Tocqueville Asset Management
New York
$4.35M +$93.2K +250 +2%
CWM
357
Calamos Wealth Management
Illinois
$4.34M +$458K +1,229 +11%
GIA
358
Guyasuta Investment Advisors
Pennsylvania
$4.32M +$12.3K +33 +0.3%
FTS
359
Fifth Third Securities
Ohio
$4.32M -$499K -1,338 -10%
VFA
360
Valeo Financial Advisors
Indiana
$4.29M -$157K -422 -3%
LW
361
Linscomb Wealth
Texas
$4.29M -$175K -469 -4%
EWM
362
Empirical Wealth Management
Washington
$4.27M +$101K +272 +2%
FA
363
Fountainhead AM
New Jersey
$4.26M -$141K -378 -3%
NCM
364
Next Capital Management
New York
$4.26M +$1.49K +4 +0%
PTC
365
Philadelphia Trust Company
Pennsylvania
$4.26M
HA
366
HFG Advisors
Ohio
$4.25M +$52.9K +142 +1%
IF
367
Intrua Financial
Texas
$4.24M -$88.3K -237 -2%
ERWM
368
Elk River Wealth Management
Colorado
$4.24M -$109K -292 -2%
JSAM
369
J. Safra Asset Management
New York
$4.2M +$10.1K +27 +0.2%
PGFC
370
Peapack-Gladstone Financial Corp
New Jersey
$4.11M -$290K -779 -6%
HCA
371
Harbour Capital Advisors
Virginia
$4.08M
FCH
372
Freestone Capital Holdings
Washington
$4.07M
CAG
373
Crestwood Advisors Group
Massachusetts
$4.07M -$21.2K -57 -0.5%
CGPCS
374
Capital Group Private Client Services
California
$4.01M -$64.5K -173 -2%
AP
375
Americana Partners
Texas
$3.91M +$11.6K +31 +0.3%

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.