47% buyers of institutions opening or closing positions this quarter
15 more exits than new buyers, quarter-over-quarter ownership change will be available once more quarters load, and no widely-followed fund managers in the top 25.
47% buyers of institutions opening or closing positions this quarter
Ownership % will appear once market cap data is linked
Millburn Ridgefield Corp portfolio allocation
Loads once peer data is available
No Form 4 insider transactions on file
Latest positioning in IWB across 13F flow, ownership shift, marquee holders, and holder-count growth.
Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in IWB held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | JONES FINANCIAL COMPANIES LLLP | 10.5M | $3.64B | -9.7% | β | 1.75% |
| 2 | FMR LLC | 10.1M | $3.59B | +2.2% | β | 0.19% |
| 3 | BANK OF AMERICA CORP /DE/ | 5.2M | $1.84B | +4.9% | β | 0.13% |
| 4 | ENVESTNET ASSET MANAGEMENT INC | 4.3M | $1.55B | -4.9% | β | 0.41% |
| 5 | M&T BANK CORP | 2.8M | $998.2M | +18943.7% | β | 3.42% |
| 6 | NORTHERN TRUST CORP | 2.7M | $947.9M | -1.2% | β | 0.13% |
| 7 | LPL Financial LLC | 2.5M | $904.5M | +3.5% | β | 0.24% |
| 8 | PNC FINANCIAL SERVICES GROUP, INC. | 2.3M | $830.6M | +1.4% | β | 0.48% |
| 9 | MORGAN STANLEY | 2.0M | $723.7M | -2.9% | β | 0.04% |
| 10 | Focus Partners Wealth | 1.9M | $689.4M | -1.1% | β | 0.77% |
| 11 | Catalyst Capital Advisors LLC | 1.6M | $585.4M | +12.3% | β | 10.90% |
| 12 | Millburn Ridgefield Corp | 1.6M | $585.4M | +12.3% | β | 12.59% |
| 13 | BlackRock, Inc. | 1.6M | $584.2M | -26.1% | β | 0.01% |
| 14 | WELLS FARGO & COMPANY/MN | 1.6M | $563.3M | -2.0% | β | 0.11% |
| 15 | JOHNSON INVESTMENT COUNSEL INC | 1.4M | $506.2M | +1.2% | β | 4.09% |
| 16 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1.4M | $492.1M | +86.1% | β | 0.30% |
| 17 | BOKF, NA | 1.3M | $458.9M | -0.8% | β | 7.02% |
| 18 | CAPTRUST FINANCIAL ADVISORS | 1.3M | $456.3M | +9.9% | β | 0.80% |
| 19 | GOLDMAN SACHS GROUP INC | 1.2M | $416.7M | -15.5% | β | 0.05% |
| 20 | UBS Group AG | 1.1M | $405.9M | +25.1% | β | 0.06% |
| 21 | Pathstone Holdings, LLC | 1.1M | $396.5M | +0.2% | β | 1.58% |
| 22 | US BANCORP \DE\ | 892K | $318.1M | +15.0% | β | 0.39% |
| 23 | FIFTH THIRD BANCORP | 850K | $303.1M | +145.7% | β | 0.55% |
| 24 | Cerity Partners LLC | 800K | $285.3M | +7.4% | β | 0.40% |
| 25 | National Mutual Insurance Federation of Agricultural Coopera | 791K | $282.0M | 0.0% | β | 2.17% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in IWB β a direct measure of their conviction.
Filings activity in IWB during Q1 2026, grouped by how each filer changed its position.
Institutions that opened a new IWB position in Q1 2026
Institutions that fully closed their IWB position in Q1 2026
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 1,447 | 1.0% | β | β | $34.02B | 5.2% |
| Q4 2025 | 1,462 | +4.9% | β | β | $35.89B | 1.1% |
| Q3 2025 | 1,394 | +1.2% | β | β | $36.30B | 48% |
| Q2 2025 | 1,377 | +4.1% | β | β | $69.40B | +21% |
| Q1 2025 | 1,323 | +0.5% | β | β | $57.56B | +77% |
| Q4 2024 | 1,317 | +6.3% | β | β | $32.55B | 13% |
| Q3 2024 | 1,239 | +2.1% | β | β | $37.54B | 54% |
| Q2 2024 | 1,213 | β | β | β | $81.13B | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
No recent Form 4 insider transactions on file for IWB.
Quick answers to the most common questions about buying IWB stock.
Based on Q1 2026 13F filings, institutional ownership of iShares Russell 1000 ETF stands at not currently reported, held across 1,447 reporting institutions.
JONES FINANCIAL COMPANIES LLLP is the largest reported institutional holder of IWB, with approximately 10,453,379 shares worth $3.64B as of Q1 2026.
No marquee "smart money" managers (Berkshire, Burry, ARK, Tiger Global, Pershing Square, Baupost, etc.) currently appear among the top 25 institutional holders of IWB.
Our composite Smart Money Score for IWB is 34 out of 100 (Bearish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
112 institutions opened new positions in IWB during Q1 2026, while 127 fully exited. 200 added to existing positions and 1,131 trimmed.
Quarter-over-quarter ownership change for IWB is not yet available β at least two quarters of 13F data are required.
The top 10 institutions account for 46.2% of all reported 13F value in IWB, and the top 25 account for 65.7%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.