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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
DWM
376
Dakota Wealth Management
Florida
$3.87M -$95.4K -256 -2%
CWM
377
Cherrydale Wealth Management
New Jersey
$3.86M -$186K -500 -4%
Luther King Capital Management (LKCM)
378
Luther King Capital Management (LKCM)
Texas
$3.85M
CG
379
Corundum Group
Colorado
$3.82M +$717K +1,925 +22%
IAN
380
Integrated Advisors Network
Texas
$3.82M -$3.63M -9,732 -48%
TCOT
381
Trust Company of Tennessee
Tennessee
$3.8M +$3.97M +10,664 New
PL
382
Plancorp LLC
Missouri
$3.79M -$15.3K -41 -0.4%
SAG
383
Sentinel Advisory Group
Wisconsin
$3.77M +$3.94M +10,568 New
HHRDM
384
H&H Retirement Design & Management
Nevada
$3.76M -$148K -398 -4%
CWM
385
Connecticut Wealth Management
Connecticut
$3.75M +$1.39M +3,724 +55%
HIS
386
Horizon Investment Services
Indiana
$3.75M +$70.4K +189 +2%
AG
387
Ascent Group
Virginia
$3.72M +$79K +212 +2%
NLA
388
Northern Lights Advisors
Washington
$3.71M
BBHC
389
Brown Brothers Harriman & Co
New York
$3.7M
BAM
390
Belpointe Asset Management
Nevada
$3.69M +$3.35K +9 +0.1%
CFGA
391
Cambridge Financial Group (Arizona)
Arizona
$3.69M -$528K -1,418 -12%
LSA
392
Lansing Street Advisors
Pennsylvania
$3.68M +$9.32K +25 +0.2%
FSA
393
Financial Services Advisory
Maryland
$3.64M -$161K -431 -4%
COI
394
Connable Office Inc
Michigan
$3.64M +$2.16M +5,810 +132%
UWPG
395
Ullmann Wealth Partners Group
Florida
$3.63M +$500K +1,343 +15%
SAM
396
Smartleaf Asset Management
Massachusetts
$3.61M +$358K +960 +10%
PFM
397
Phillips Financial Management
Indiana
$3.6M -$225K -604 -6%
GWANC
398
Guardian Wealth Advisors (North Carolina)
North Carolina
$3.58M +$84.6K +227 +2%
MWC
399
MKD Wealth Coaches
Michigan
$3.57M -$31.7K -85 -0.8%
NWWA
400
New Wave Wealth Advisors
Arkansas
$3.53M -$176K -472 -5%

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.