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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
FAM
1551
Flaharty Asset Management
Florida
-$1.21M -3,388 Closed
CAM
1552
Chandler Asset Management
California
-$1.07M -3,000 Closed
AWM
1553
Aprio Wealth Management
Georgia
-$1.06M -2,969 Closed
D.E. Shaw & Co
1554
D.E. Shaw & Co
New York
-$723K -2,029 Closed
QPWM
1555
Quadrant Private Wealth Management
Pennsylvania
-$723K -2,027 Closed
Grantham, Mayo, Van Otterloo & Co (GMO)
1556
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$648K -1,817 Closed
GSAM
1557
Grant Street Asset Management
Pennsylvania
-$428K -1,199 Closed
HWM
1558
Heirloom Wealth Management
Colorado
-$372K -1,043 Closed
CI
1559
CPR Investments
Michigan
-$357K -1,000 Closed
RWMG
1560
Redwood Wealth Management Group
New Jersey
-$332K -930 Closed
KIM
1561
Kestra Investment Management
Texas
-$320K -897 Closed
CWM
1562
Centurion Wealth Management
Virginia
-$311K -872 Closed
FC
1563
Farringdon Capital
United Kingdom
-$261K -731 Closed
IWM
1564
Iams Wealth Management
Nebraska
-$240K -672 Closed
LAS
1565
LWM Advisory Services
Florida
-$235K -659 Closed
EWA
1566
Evolution Wealth Advisors
Florida
-$206K -579 Closed
CW
1567
Curio Wealth
Maryland
-$162K -453 Closed
DAM
1568
Delta Asset Management
Tennessee
-$125K -350 Closed
RF
1569
RetireMitten Financial
Michigan
-$104K -292 Closed
GAA
1570
Global Assets Advisory
Florida
-$103K -290 Closed
GBT
1571
Grove Bank & Trust
Florida
-$95.9K -269 Closed
LWMI
1572
Legacy Wealth Management (Idaho)
Idaho
-$82.7K -232 Closed
AWM
1573
Activest Wealth Management
Florida
-$69.5K -195 Closed
MWA
1574
Medallion Wealth Advisors
Connecticut
-$64.5K -181 Closed
VDBMI
1575
Van Den Berg Management I
Texas
-$57.4K -161 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.