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iShares Russell 1000 ETF

1,542 hedge funds and large institutions have $39.1B invested in iShares Russell 1000 ETF in 2026 Q2 according to their latest regulatory filings, with 140 funds opening new positions, 368 increasing their positions, 563 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

366% more call options, than puts

Call options by funds: $14.5M | Put options by funds: $3.11M

268% more first-time investments, than exits

New positions opened: 140 | Existing positions closed: 38

12% more capital invested

Capital invested by funds: $34.9B → $39.1B (+$4.23B)

5% more funds holding

Funds holding: 1,4701,542 (+72)

4% more funds holding in top 10

Funds holding in top 10: 9195 (+4)

1.06% less ownership

Funds ownership: 81.43%80.37% (-1.1%)

35% less repeat investments, than reductions

Existing positions increased: 368 | Existing positions reduced: 563

Holders
1,542
Holders Change
+72
Holders Change %
+4.9%
% of All Funds
18.66%
Holding in Top 10
95
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+4.4%
% of All Funds
1.15%
New
140
Increased
368
Reduced
563
Closed
38
Calls
$14.5M
Puts
$3.11M
Net Calls
+$11.4M
Net Calls Change
+$901K
Name Holding Trade Value Shares
Change
Change in
Stake
GCM
1526
Gunpowder Capital Management
Maryland
$9.83K
DCM
1527
Davis Capital Management
Florida
$8.6K
BC
1528
Barrett & Company
Rhode Island
$6.96K
WAG
1529
Wilkerson Advisory Group
Missouri
$6.54K -$396 -1 -6%
KTC
1530
Kentucky Trust Company
Kentucky
$6.14K
ABWM
1531
Alpine Bank Wealth Management
Colorado
$5.32K +$5.15K +13 New
WAS
1532
Winch Advisory Services
Wisconsin
$5.01K
EWM
1533
Evermay Wealth Management
Virginia
$4.91K
MHR
1534
Matthew Hamilton Rosenberg
$4.91K
AT
1535
Arlington Trust
Alabama
$4.5K
BL
1536
BFSG LLC
California
$4.14K
MWM
1537
Mascoma Wealth Management
New Hampshire
$3.28K -$102K -257 -97%
SS
1538
SBI Securities
Japan
$2.87K -$8.72K -22 -76%
Deutsche Bank
1539
Deutsche Bank
Germany
$2.46K -$631K -1,592 -100%
NWMP
1540
Noble Wealth Management PBC
Colorado
$2.05K
MFS
1541
Montgomery Financial Services
Maryland
$1.23K +$1.19K +3 New
BH
1542
Burk Holdings
Oklahoma
$831
AFC
1543
Ares Financial Consulting
California
$410
AC
1544
Allstate Corporation
Illinois
-$197M -552,584 Closed
IAA
1545
Independent Advisor Alliance
North Carolina
-$10.8M -30,377 Closed
S
1546
Sachetta
Massachusetts
-$5.96M -16,705 Closed
EW
1547
Evoke Wealth
California
-$5.13M -14,391 Closed
GSEP
1548
Golden State Equity Partners
California
-$4.49M -12,600 Closed
PJC
1549
Phillip James Consulting
Minnesota
-$1.83M -12,082 Closed
GWM
1550
GK Wealth Management
Nevada
-$2.47M -7,117 Closed

IWB Hedge Fund Activity: Q2 2026 in Review

1,542 of the 8,263 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 ETF (IWB) for Q2 2026, worth a combined $39.1B — up 12% from $34.9B a quarter earlier.

Buyers outnumbered sellers: 140 funds opened new IWB positions and 38 closed out — a net gain of 102 holders — while 368 added to existing stakes and 563 trimmed.

The largest buyer was Dynasty Wealth Management, adding an estimated $331M. The largest seller was Jones Financial Companies, cutting an estimated $693M.

  • 1,542 institutional investors held iShares Russell 1000 ETF (IWB) as of Q2 2026, up from 1,470 in Q1 2026.
  • Funds reported $39.1B of iShares Russell 1000 ETF stock for Q2 2026, up 12% quarter-over-quarter.
  • 140 funds opened new iShares Russell 1000 ETF positions in Q2 2026 and 38 closed out, a net change of +102 holders.
  • The largest iShares Russell 1000 ETF buyer in Q2 2026 was Dynasty Wealth Management, an estimated $331M added.
  • The largest iShares Russell 1000 ETF seller in Q2 2026 was Jones Financial Companies, an estimated $693M sold.

Based on aggregated 13F filings for Q2 2026.