IWD icon

iShares Russell 1000 Value ETF

1,872 hedge funds and large institutions have $57.1B invested in iShares Russell 1000 Value ETF in 2026 Q1 according to their latest regulatory filings, with 131 funds opening new positions, 576 increasing their positions, 694 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

less ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding:

9% less funds holding in top 10

Funds holding in top 10: 10696 (-10)

17% less repeat investments, than reductions

Existing positions increased: 576 | Existing positions reduced: 694

61% less call options, than puts

Call options by funds: $117M | Put options by funds: $298M

Holders
1,872
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
96
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$117M
Puts
$298M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MBT
251
Montecito Bank & Trust
California
$10.3M
NL
252
NWAM LLC
Washington
$10.3M
SCA
253
Snowden Capital Advisors
New York
$10.2M
TWM
254
Tradition Wealth Management
Minnesota
$10.2M
FM
255
Foster & Motley
Ohio
$10.2M
AWA
256
Arete Wealth Advisors
Illinois
$10.1M
MCM
257
Morton Capital Management
California
$10.1M
VFA
258
Valeo Financial Advisors
Indiana
$10.1M
NP
259
NorthRock Partners
Minnesota
$10M
WB
260
Webster Bank
Connecticut
$9.92M
MG
261
Mather Group
Illinois
$9.87M
VWA
262
Visionary Wealth Advisors
Illinois
$9.71M
ATC
263
Argent Trust Co
Tennessee
$9.65M
WAP
264
Wealthcare Advisory Partners
Pennsylvania
$9.65M
HSA
265
HBK Sorce Advisory
Pennsylvania
$9.65M
SHWM
266
Smith & Howard Wealth Management
Georgia
$9.64M
OE
267
OFS Enterprise
Nebraska
$9.6M
WC
268
Waterloo Capital
Texas
$9.6M
SWA
269
Stratos Wealth Advisors
Ohio
$9.52M
FTUS
270
Flow Traders U.S.
New York
$9.41M
Aristotle Capital Management
271
Aristotle Capital Management
California
$9.34M
SCM
272
SCS Capital Management
Massachusetts
$9.27M
JIC
273
Johnson Investment Counsel
Ohio
$9.25M
HNB
274
Huntington National Bank
Ohio
$9.18M
RWM
275
Ritholtz Wealth Management
New York
$9.06M