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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
18.04%
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
CFM
751
Cornerstone Financial Management
Massachusetts
$926K -$71.2K -191 -7%
RWB
752
RMR Wealth Builders
New Jersey
$923K -$6.71K -18 -0.7%
MWP
753
MYCIO Wealth Partners
Pennsylvania
$920K +$75.3K +202 +8%
DDPIC
754
Deroy & Devereaux Private Investment Counsel
Michigan
$917K
OAP
755
One Advisory Partners
Kansas
$906K +$1.86K +5 +0.2%
SSC
756
Syverson Strege & Co
Iowa
$902K +$1.12K +3 +0.1%
FWP
757
Falcon Wealth Planning
California
$901K +$32.4K +87 +4%
TWM
758
Tradition Wealth Management
Minnesota
$901K -$15.3K -41 -2%
TP
759
Tranquility Partners
Tennessee
$897K +$52.2K +140 +6%
FAT
760
First American Trust
California
$896K +$99.9K +268 +12%
AAS
761
Annex Advisory Services
Wisconsin
$893K -$2.73M -7,317 -75%
HCM
762
Hollencrest Capital Management
California
$893K +$110K +296 +13%
RT
763
Rockland Trust
Massachusetts
$888K +$484K +1,300 +109%
SWP
764
ShoreHaven Wealth Partners
New Jersey
$875K +$14.2K +38 +2%
SS
765
Sunbelt Securities
Texas
$870K -$8.2K -22 -0.9%
SA
766
Strategic Advisors
New York
$869K -$11.6K -31 -1%
NAS
767
NWF Advisory Services
California
$866K +$2.98K +8 +0.3%
SWM
768
Steelhead Wealth Management
Virginia
$865K +$905K +2,428 New
WA
769
Wealth Alliance
New York
$864K -$1.02M -2,724 -53%
PFG
770
Pacific Financial Group
Washington
$863K
FCP
771
Fidelis Capital Partners
Florida
$860K
KLI
772
Kelman-Lazarov Inc
Tennessee
$857K
MA
773
MONECO Advisors
Connecticut
$853K +$1.49K +4 +0.2%
PHWM
774
Palatine Hill Wealth Management
Michigan
$849K -$47.3K -127 -5%
PF
775
Penney Financial
Texas
$849K

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.