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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
Fidelity Investments
1
Fidelity Investments
Massachusetts
$4.07B -$46.4M -117,017 -1%
Jones Financial Companies
2
Jones Financial Companies
Missouri
$3.48B -$693M -1,747,967 -17%
Bank of America
3
Bank of America
North Carolina
$1.87B -$233M -588,431 -11%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$1.6B -$172M -434,737 -10%
M&T Bank
5
M&T Bank
New York
$1.19B +$39.7M +100,153 +4%
Northern Trust
6
Northern Trust
Illinois
$1.04B -$42.7M -107,758 -4%
LPL Financial
7
LPL Financial
California
$1.04B +$2.84M +7,163 +0.3%
PNC Financial Services Group
8
PNC Financial Services Group
Pennsylvania
$947M -$6.41M -16,165 -0.7%
BlackRock
9
BlackRock
New York
$938M +$258M +651,566 +40%
Morgan Stanley
10
Morgan Stanley
New York
$836M +$4.39M +11,089 +0.5%
Focus Partners Wealth
11
Focus Partners Wealth
Massachusetts
$761M -$29.2M -73,586 -4%
CCA
12
Catalyst Capital Advisors
New York
$671M -$1.57M -3,974 -0.2%
MRC
13
Millburn Ridgefield Corp
New York
$671M -$1.57M -3,974 -0.2%
JP Morgan Chase
14
JP Morgan Chase
New York
$664M +$146M +367,938 +29%
Wells Fargo
15
Wells Fargo
California
$646M -$834K -2,104 -0.1%
JIC
16
Johnson Investment Counsel
Ohio
$585M +$3.89M +9,824 +0.7%
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$548M -$16.9M -42,689 -3%
BF
18
BOK Financial
Oklahoma
$525M -$2.22M -5,600 -0.4%
CAPTRUST Financial Advisors
19
CAPTRUST Financial Advisors
North Carolina
$520M -$3.69M -9,323 -0.7%
UBS Group
20
UBS Group
Switzerland
$466M +$78.5K +198 +0%
Pathstone Holdings
21
Pathstone Holdings
New Jersey
$464M +$8.28M +20,883 +2%
Goldman Sachs
22
Goldman Sachs
New York
$443M -$34.4M -86,766 -7%
US Bancorp
23
US Bancorp
Minnesota
$351M -$14.1M -35,498 -4%
DWM
24
Dynasty Wealth Management
Florida
$343M +$331M +836,222 +42,212%
Fifth Third Bancorp
25
Fifth Third Bancorp
Ohio
$341M -$6.69M -16,888 -2%

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.