ISHARES RUSSELL 1000 ETF (IWB) Institutional Ownership Changes & 13F Activity

ISHARES RUSSELL 1000 ETF (IWB). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Envestnet Asset Management Inc, Equitable Holdings, Inc., Mercer Global Advisors Inc, Envestnet Portfolio Solutions, Inc., and Qrg Capital Management, Inc..

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Envestnet Asset Management IncSell-434,737-10.0%3,908,505$1.60BQ2 2026Sep 23, 2026
Envestnet Portfolio Solutions, Inc.Sell-33,332-22.7%113,304$46.40MQ2 2026Sep 23, 2026
Qrg Capital Management, Inc.Sell-14,523-67.0%7,145$2.93MQ2 2026Sep 23, 2026
Silicon Valley Capital PartnersBuy+1+0.1%670$274.49KQ2 2026Sep 21, 2026
Security National Bank Of Sioux City IowaBuy+240—240$98.28KQ2 2026Sep 18, 2026
Reynders Mcveigh Capital Management, LlcSell-24-2.7%877$359.00Q2 2026Sep 15, 2026
Anchor Investment Management, LlcSell-7-0.6%1,099$450.01KQ2 2026Sep 15, 2026
Integrated Wealth Concepts LlcBuy+4,981+7.6%70,239$28.76MQ2 2026Sep 09, 2026
Parkside Financial Bank & TrustBuy+63+0.2%27,259$11.16MQ2 2026Sep 04, 2026
Anchor Capital Advisors LlcBuy+4+0.0%14,490$5.93MQ2 2026Sep 03, 2026
Cornerstone Financial Management LlcSell-100-3.8%2,498$1.02MQ2 2026Aug 28, 2026
Corient Private Wealth LlcBuy+5,434+3.0%184,908$75.72MQ2 2026Aug 27, 2026
Horan Wealth, LlcBuy+152+17.9%1,002$410.40KQ2 2026Aug 26, 2026
West Michigan Advisors, LlcSell-32-2.9%1,085$444.31KQ2 2026Aug 21, 2026
Rehmann Capital Advisory GroupBuy+469+3.4%14,442$5.91MQ2 2026Aug 20, 2026
Gill Capital Partners, LlcSell-45-38.1%73$29.89KQ2 2026Aug 20, 2026
Mercer Global Advisors IncSell-63,258-8.1%721,484$295.45MQ2 2026Aug 19, 2026
Kingsview Wealth Management, LlcSell-131-2.5%5,178$2.12MQ2 2026Aug 19, 2026
Beacon Pointe Advisors, LlcSell-4,876-3.3%141,523$57.95MQ2 2026Aug 18, 2026
49 Wealth Management, LlcBuy+1,678—1,678$687.15KQ2 2026Aug 18, 2026
Glenview Trust CoBuy+770+2.0%39,578$16.21MQ2 2026Aug 18, 2026
Denver Pwm, LlcBuy+7+0.2%3,255$1.38MQ2 2026Aug 18, 2026
Equitable Holdings, Inc.Sell-89,164-59.2%61,550$25.20MQ2 2026Aug 17, 2026
Km Capital Management Ltd.Buy+8,365—8,365$3.43MQ2 2026Aug 17, 2026
Wny Asset Management, LlcBuy+1,739—1,739$712.17KQ2 2026Aug 17, 2026
Integrated Investment Consultants, LlcBuy+1,675—1,675$685.91KQ2 2026Aug 17, 2026
Ruggaard & Associates LlcBuy+1,368—1,368$560.20KQ2 2026Aug 17, 2026
Pure Financial Advisors, LlcSell-806-3.2%24,700$10.11MQ2 2026Aug 17, 2026
Empowered Funds, LlcSell-494-27.7%1,288$527.44KQ2 2026Aug 17, 2026
Transamerica Financial Advisors, LlcBuy+486+33.0%1,960$802.79KQ2 2026Aug 17, 2026
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Frequently asked questions about IWB activity

  • Which institutional owners are buying IWB?

    Institutional owners buying IWB include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in IWB activity?

    "Buy" means an investor increased their reported position in IWB compared to the prior reporting period. This reflects growing exposure to ISHARES RUSSELL 1000 ETF (IWB) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in IWB increasing?

    Institutional interest in IWB can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.