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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
CWG
151
Cornerstone Wealth Group
North Carolina
$22.7M -$1.13M -3,025 -5%
MWM
152
Mission Wealth Management
California
$22.2M -$482K -1,294 -2%
OIA
153
OneDigital Investment Advisors
Kansas
$21.8M -$247K -663 -1%
SC
154
Savant Capital
Illinois
$21.8M +$4.86M +13,041 +27%
UB
155
UMB Bank
Missouri
$21.1M +$1.07M +2,871 +5%
PWM
156
Perigon Wealth Management
California
$21.1M +$89.8K +241 +0.4%
QCG
157
Quadrant Capital Group
Ohio
$21M -$13.8K -37 -0.1%
RMDI
158
R.M. Davis Inc
Maine
$21M -$654K -1,755 -3%
HIG
159
Heritage Investment Group
Florida
$20.7M +$3.76M +10,103 +21%
GAG
160
GM Advisory Group
New York
$20.5M -$178K -477 -0.8%
SPP
161
Single Point Partners
Massachusetts
$20.2M -$191K -512 -0.9%
TPI
162
Trust Point Inc
Wisconsin
$19.7M -$518K -1,389 -2%
Legal & General Group
163
Legal & General Group
United Kingdom
$19.5M +$2.33M +6,240 +13%
PCMK
164
Paragon Capital Management (Kansas)
Kansas
$19.4M -$192K -515 -0.9%
JFGIW
165
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$19.3M +$176K +471 +0.9%
Thrivent Financial for Lutherans
166
Thrivent Financial for Lutherans
Minnesota
$19.3M +$326K +876 +2%
CA
167
Centerpoint Advisors
Massachusetts
$19.2M -$1.12M -3,003 -5%
PP
168
Paladin Partners
Wisconsin
$18.8M +$1.71M +4,600 +10%
MKW
169
Mullaney, Keating & Wright
Connecticut
$18.5M -$619K -1,661 -3%
SWM
170
Sentinel Wealth Management
Virginia
$18.5M -$57.8K -155 -0.3%
Citigroup
171
Citigroup
New York
$18.1M +$690K +1,851 +4%
TPCW
172
TD Private Client Wealth
New York
$18.1M +$3.96M +10,620 +26%
BPWM
173
Badgley Phelps Wealth Managers
Washington
$18M -$276K -740 -1%
CAM
174
Cresset Asset Management
Illinois
$17.9M +$774K +2,078 +4%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
175
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$17.8M -$167M -449,000 -90%

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.