iShares Russell 1000 Value ETF
IWD
1,975 hedge funds and large institutions have $64.4B invested in iShares Russell 1000 Value ETF in 2026 Q2 according to their latest regulatory filings, with 172 funds opening new positions, 583 increasing their positions, 697 reducing their positions, and 68 closing their positions.
163% more call options, than puts
Call options by funds: $55.2M | Put options by funds: $21M
153% more first-time investments, than exits
New positions opened: 172 | Existing positions closed: 68
12% more capital invested
Capital invested by funds: $57.2B → $64.4B (+$7.15B)
4% more funds holding
Funds holding: 1,904 → 1,975 (+71)
2% more funds holding in top 10
Funds holding in top 10: 101 → 103 (+2)
9.28% less ownership
Funds ownership: 82.36% → 73.08% (-9.3%)
16% less repeat investments, than reductions
Existing positions increased: 583 | Existing positions reduced: 697
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$1.74B |
| 2 |
Wells Fargo
San Francisco,
California
|
+$156M |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
+$83M |
| 4 |
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
|
+$65.7M |
| 5 |
M&T Bank
Buffalo,
New York
|
+$58M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
-$396M |
| 2 |
Morgan Stanley
New York
|
-$364M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$334M |
| 4 |
Northern Trust
Chicago,
Illinois
|
-$232M |
| 5 |
PLFA
Pacific Life Fund Advisors
Newport Beach,
California
|
-$172M |
IWD Hedge Fund Activity: Q2 2026 in Review
1,975 of the 8,305 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Value ETF (IWD) for Q2 2026, worth a combined $64.4B — up 12% from $57.2B a quarter earlier.
Buyers outnumbered sellers: 172 funds opened new IWD positions and 68 closed out — a net gain of 104 holders — while 583 added to existing stakes and 697 trimmed.
The largest buyer was Ameriprise, adding an estimated $1.74B. The largest seller was Franklin Resources, cutting an estimated $396M.
- 1,975 institutional investors held iShares Russell 1000 Value ETF (IWD) as of Q2 2026, up from 1,904 in Q1 2026.
- Funds reported $64.4B of iShares Russell 1000 Value ETF stock for Q2 2026, up 12% quarter-over-quarter.
- 172 funds opened new iShares Russell 1000 Value ETF positions in Q2 2026 and 68 closed out, a net change of +104 holders.
- The largest iShares Russell 1000 Value ETF buyer in Q2 2026 was Ameriprise, an estimated $1.74B added.
- The largest iShares Russell 1000 Value ETF seller in Q2 2026 was Franklin Resources, an estimated $396M sold.
Based on aggregated 13F filings for Q2 2026.