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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
VFG
1151
Victory Financial Group
Texas
$295K -$20.1K -54 -6%
BWP
1152
Balboa Wealth Partners
Arizona
$295K +$29.4K +79 +11%
NG
1153
Navigation Group
California
$294K +$307K +825 New
GWM
1154
Greenhouse Wealth Management
Connecticut
$294K +$373 +1 +0.1%
SP
1155
SmartHarvest Portfolios
Washington
$293K -$20.9K -56 -6%
BHWM
1156
Bar Harbor Wealth Management
New Hampshire
$293K
OWA
1157
Oak Wealth Advisors
Illinois
$290K
LFGO
1158
Legacy Financial Group (Oklahoma)
Oklahoma
$290K
BWA
1159
BlueChip Wealth Advisors
Georgia
$290K
KFA
1160
Kapstone Financial Advisors
Ohio
$289K
BHWA
1161
Beacon Harbor Wealth Advisors
Virginia
$288K
HCM
1162
Hutchinson Capital Management
California
$287K
AWM
1163
Abound Wealth Management
Tennessee
$287K -$4.84K -13 -2%
AA
1164
Alesco Advisors
New York
$286K
ISB
1165
Iowa State Bank
Iowa
$285K
MWM
1166
Melfa Wealth Management
Massachusetts
$285K
AAS
1167
Ameritas Advisory Services
Nebraska
$284K -$4.47K -12 -1%
BHFP
1168
Blom & Howell Financial Planning
California
$284K -$4.1K -11 -1%
IP
1169
Isthmus Partners
Wisconsin
$283K
BIG
1170
Builder Investment Group
Georgia
$283K
RG
1171
Rathbones Group
United Kingdom
$283K +$61.9K +166 +26%
SSW
1172
Stone Summit Wealth
Florida
$281K
IIA
1173
IPG Investment Advisors
California
$278K +$373 +1 +0.1%
FA
1174
Faithward Advisors
Pennsylvania
$278K -$7.83K -21 -3%
FOR
1175
Family Office Research
Maryland
$277K +$745 +2 +0.3%

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.