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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
MSS
401
Mitchell Sinkler & Starr
Pennsylvania
$3.52M +$65.2K +175 +2%
EK
402
Evensky & Katz
Florida
$3.5M -$38.8K -104 -1%
MCCA
403
Mill Creek Capital Advisors
Pennsylvania
$3.46M +$111K +298 +3%
IA
404
IFP Advisors
Florida
$3.44M +$357K +958 +11%
FMWA
405
Forvis Mazars Wealth Advisors
Missouri
$3.44M -$9.32K -25 -0.3%
PWP
406
Precedent Wealth Partners
Texas
$3.43M -$124K -333 -3%
CWM
407
Cranbrook Wealth Management
Michigan
$3.42M -$29.8K -80 -0.8%
GCM
408
G2 Capital Management
Ohio
$3.41M +$373 +1 +0%
SEI Investments
409
SEI Investments
Pennsylvania
$3.41M +$59.6K +160 +2%
HTC
410
Haverford Trust Company
Pennsylvania
$3.4M
KCP
411
Kera Capital Partners
California
$3.35M +$93.5K +251 +3%
MMA
412
Miracle Mile Advisors
California
$3.33M +$2.56M +6,867 +277%
LI
413
LMCG Investments
Massachusetts
$3.31M -$373 -1 -0%
SL
414
StoryOne LLC
Kansas
$3.29M
MW
415
Members Wealth
Pennsylvania
$3.29M +$635K +1,704 +25%
EWA
416
EverSource Wealth Advisors
Alabama
$3.27M -$500K -1,342 -13%
AA
417
Ashford Advisors
New York
$3.25M
BMC
418
Bear Mountain Capital
Washington
$3.22M
RPGK
419
Retirement Planning Group (Kansas)
Kansas
$3.22M +$2.2M +5,892 +187%
WF
420
Welch & Forbes
Massachusetts
$3.22M -$2.98K -8 -0.1%
EIP
421
Ellis Investment Partners
Pennsylvania
$3.21M -$18.6K -50 -0.6%
MCM
422
Mainstay Capital Management
Michigan
$3.21M +$189K +508 +6%
Lazard Asset Management
423
Lazard Asset Management
New York
$3.17M +$3.35K +9 +0.1%
RSS
424
Rosenblum Silverman Sutton
California
$3.13M +$346K +928 +12%
MA
425
Mutual Advisors
Nebraska
$3.12M +$2.24K +6 +0.1%

IWB Hedge Fund Activity: Q1 2026 in Review

1,466 of the 8,129 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.