We are live on ! Find out more
IWB icon

iShares Russell 1000 ETF

1,470 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, 523 reducing their positions, and 78 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

12% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 78

0.5% less ownership

Funds ownership: 81.93%81.43% (-0.5%)

2% less funds holding

Funds holding: 1,4951,470 (-25)

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 (-$2.92B)

19% less repeat investments, than reductions

Existing positions increased: 422 | Existing positions reduced: 523

Holders
1,470
Holders Change
-25
Holders Change %
-1.67%
% of All Funds
17.99%
Holding in Top 10
91
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-7.14%
% of All Funds
1.11%
New
87
Increased
422
Reduced
523
Closed
78
Calls
$19.3M
Puts
$8.81M
Net Calls
+$10.5M
Net Calls Change
+$2.04M
Name Holding Trade Value Shares
Change
Change in
Stake
OWP
1376
ORG Wealth Partners
Texas
$75.2K +$78.6K +211 New
PCA
1377
Providence Capital Advisors
North Carolina
$74.4K
SGFG
1378
Silver Grove Financial Group
New York
$73.1K +$76.4K +205 New
WTA
1379
Washington Trust Advisors
Massachusetts
$71.3K
AWM
1380
Activest Wealth Management
Florida
$69.5K
WAG
1381
Windsor Advisory Group
Ohio
$66.7K
CSPIA
1382
Cary Street Partners Investment Advisory
Virginia
$66.3K -$71.9K -193 -51%
SGK
1383
Steigerwald Gordon & Koch
Virginia
$66.3K
MWA
1384
Medallion Wealth Advisors
Connecticut
$64.5K
OHWP
1385
Oak Harbor Wealth Partners
North Carolina
$63.5K -$10.1K -27 -13%
SFC
1386
SYM Financial Corp
Indiana
$63.3K
AA
1387
Addison Advisors
Vermont
$61K +$63.7K +171 New
HWM
1388
Horizons Wealth Management
North Carolina
$60.6K
VNA
1389
Valley National Advisers
Pennsylvania
$60K
CT
1390
Caldwell Trust
Florida
$59.9K
VDBMI
1391
Van Den Berg Management I
Texas
$57.4K -$544K -1,461 -90%
TSMHT
1392
Thurston Springer Miller Herd & Titak
Indiana
$56K
FIM
1393
FWL Investment Management
Texas
$54.6K +$57K +153 New
NRWA
1394
North Ridge Wealth Advisors
Oregon
$53.5K
APW
1395
Aventura Private Wealth
Florida
$52.1K
RWM
1396
RMG Wealth Management
Wisconsin
$52K +$48.1K +129 New
FMTCOCP
1397
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$52K
CCM
1398
Chilton Capital Management
Texas
$51.7K
CAL
1399
Capital Analysts LLC
Pennsylvania
$50K +$52.5K +141 New
FFG
1400
Forum Finance Group
$50K +$65.2K +175 New

IWB Hedge Fund Activity: Q1 2026 in Review

1,470 of the 8,172 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 78 closed out — a net gain of 9 holders — while 422 added to existing stakes and 523 trimmed.

The largest buyer was Fifth Third Bancorp, adding an estimated $188M. The largest seller was Jones Financial Companies, cutting an estimated $419M.

  • 1,470 institutional investors held iShares Russell 1000 ETF (IWB) as of Q1 2026, down from 1,495 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 78 closed out, a net change of +9 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.