We are live on ! Find out more
IWB icon

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
18.04%
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
PPF
651
Pacific Park Financial
California
$1.26M -$136K -364 -9%
SWP
652
Strategic Wealth Partners
Ohio
$1.26M -$38.4K -103 -3%
WIM
653
WealthPlan Investment Management
Nebraska
$1.26M +$535K +1,437 +69%
EI
654
Ellevest Inc
New York
$1.25M -$36.1K -97 -3%
CIA
655
Choate Investment Advisors
Massachusetts
$1.25M
PF
656
PlanVest Financial
Maryland
$1.25M +$1.31M +3,506 New
FWA
657
FSM Wealth Advisors
Ohio
$1.24M +$26.5K +71 +2%
DWML
658
Decker Wealth Management LLC
Tennessee
$1.23M
AC
659
AlphaCore Capital
California
$1.23M +$53.3K +143 +4%
FWI
660
Facet Wealth Inc
Maryland
$1.23M +$18.6K +50 +1%
ORG
661
Optimist Retirement Group
Washington
$1.23M -$33.9K -91 -3%
OFP
662
OFC Financial Planning
New Jersey
$1.23M
PFA
663
Pathway Financial Advisors
Vermont
$1.22M
TT
664
TI-Trust
Illinois
$1.22M
PWM
665
Praetorian Wealth Management
California
$1.22M
MBT
666
Montecito Bank & Trust
California
$1.21M -$82K -220 -6%
HAP
667
Harbor Asset Planning
Massachusetts
$1.21M +$2.61K +7 +0.2%
CTA
668
Colonial Trust Advisors
South Carolina
$1.21M
FAM
669
Flaharty Asset Management
Florida
$1.21M -$13.8K -37 -1%
MWM
670
Mittelman Wealth Management
Massachusetts
$1.2M +$1.28M +3,428 New
VF
671
Vawter Financial
Ohio
$1.2M -$15.7K -42 -1%
BG
672
Bollard Group
Massachusetts
$1.19M +$2.98K +8 +0.2%
ATI
673
ARK & TLK Investments
Oklahoma
$1.19M
PP
674
Patten & Patten
Tennessee
$1.19M +$373 +1 +0%
BOPW
675
Brandywine Oak Private Wealth
Pennsylvania
$1.17M

IWB Hedge Fund Activity: Q1 2026 in Review

1,466 of the 8,128 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.