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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
BFS
1526
BridgePort Financial Solutions
Iowa
-$209K -560 Closed
AWP
1527
Axis Wealth Partners
Rhode Island
-$208K -557 Closed
SFC
1528
Strategic Financial Concepts
Texas
-$208K -557 Closed
RW
1529
RVW Wealth
California
-$207K -555 Closed
CFA
1530
CWS Financial Advisors
Michigan
-$205K -550 Closed
HWM
1531
HFG Wealth Management
Texas
-$206K -550 Closed
WA
1532
Waddell & Associates
Tennessee
-$205K -548 Closed
PAS
1533
PKS Advisory Services
New York
-$204K -547 Closed
MWM
1534
Mascagni Wealth Management
Mississippi
-$204K -546 Closed
SAM
1535
SP Asset Management
California
-$203K -544 Closed
TI
1536
Trexquant Investment
Connecticut
-$203K -543 Closed
PPWM
1537
PFG Private Wealth Management
Florida
-$202K -541 Closed
BI
1538
Breachway Investments
Rhode Island
-$202K -540 Closed
HR
1539
Hardy Reed
Mississippi
-$202K -540 Closed
LW
1540
Libra Wealth
California
-$201K -538 Closed
AWA
1541
Argos Wealth Advisors
California
-$200K -536 Closed
CA
1542
Cresta Advisors
Texas
-$62K -166 Closed
EPG
1543
Estate Planners Group
Pennsylvania
-$45.9K -123 Closed
IIM
1544
IFC & Insurance Marketing
California
-$44K -117 Closed
WWM
1545
Woodside Wealth Management
Massachusetts
-$37K -99 Closed
TWD
1546
True Wealth Design
Ohio
-$32.1K -86 Closed
OC
1547
Optima Capital
Oregon
-$31.7K -85 Closed
GGI
1548
Godsey & Gibb Inc
Virginia
-$18.3K -49 Closed
VWWMG
1549
Vermillion & White Wealth Management Group
Pennsylvania
-$16.8K -45 Closed
ETC
1550
Exchange Traded Concepts
Oklahoma
-$6.35K -17 Closed

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.