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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
HWA
451
Hillcrest Wealth Advisors
New Jersey
$2.75M -$26.1K -70 -0.9%
CFWMA
452
Center for Wealth Management Advisory
Ohio
$2.73M -$907K -2,433 -24%
RWMH
453
Riverpoint Wealth Management Holdings
Illinois
$2.73M +$6.71K +18 +0.2%
MWM
454
Modern Wealth Management
Kansas
$2.7M +$397K +1,066 +17%
AIM
455
Acropolis Investment Management
Missouri
$2.69M
PSA
456
Plum Street Advisors
Louisiana
$2.69M -$79.4K -213 -3%
Fiera Capital (Canada)
457
Fiera Capital (Canada)
Quebec, Canada
$2.69M
FB
458
Fulton Bank
Pennsylvania
$2.66M +$254K +682 +10%
CIM
459
Capital Investment Management
Missouri
$2.64M -$50.3K -135 -2%
AWM
460
AE Wealth Management
Kansas
$2.62M +$441K +1,184 +19%
FWCM
461
Ferguson Wellman Capital Management
Oregon
$2.62M -$91.3K -245 -3%
KA
462
Kovack Advisors
Florida
$2.61M +$6.71K +18 +0.2%
JFGLC
463
Johnson Financial Group LLC (Colorado)
Colorado
$2.61M +$4.47K +12 +0.2%
ZF
464
Zhang Financial
Michigan
$2.59M +$314K +842 +13%
CWM
465
Castle Wealth Management
Florida
$2.56M -$11.2K -30 -0.4%
HF
466
HRT Financial
New York
$2.56M +$2.41M +6,466 +893%
BAMG
467
Brand Asset Management Group
Missouri
$2.56M -$16.8K -45 -0.6%
SFG
468
Sage Financial Group
Pennsylvania
$2.55M -$4.84K -13 -0.2%
GFP
469
Gryphon Financial Partners
Ohio
$2.55M +$65.6K +176 +3%
LFS
470
Lutz Financial Services
Nebraska
$2.55M -$55.1K -148 -2%
BWM
471
BigSur Wealth Management
Florida
$2.53M +$2.65M +7,100 New
GAM
472
Gemmer Asset Management
California
$2.53M +$373 +1 +0%
PCIA
473
Prime Capital Investment Advisors
Kansas
$2.5M -$209K -562 -7%
FWMP
474
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$2.49M
BHPW
475
Box Hill Private Wealth
Arizona
$2.48M +$793K +2,129 +44%

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.