We are live on ! Find out more
IWD icon

iShares Russell 1000 Value ETF

1,893 hedge funds and large institutions have $57.2B invested in iShares Russell 1000 Value ETF in 2026 Q1 according to their latest regulatory filings, with 133 funds opening new positions, 582 increasing their positions, 702 reducing their positions, and 104 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 funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

6% less funds holding in top 10

Funds holding in top 10: 108101 (-7)

17% less repeat investments, than reductions

Existing positions increased: 582 | Existing positions reduced: 702

61% less call options, than puts

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

Holders
1,893
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
101
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
IAA
376
Independent Advisor Alliance
North Carolina
$5.63M
CB
377
Community Bank
New York
$5.52M
HDIM
378
Hanson & Doremus Investment Management
Vermont
$5.49M
RhumbLine Advisers
379
RhumbLine Advisers
Massachusetts
$5.44M
Principal Financial Group
380
Principal Financial Group
Iowa
$5.4M
GLA
381
Great Lakes Advisors
Illinois
$5.32M
PAG
382
Paladin Advisory Group
Iowa
$5.32M
MFG
383
Merit Financial Group
Georgia
$5.32M
RCAG
384
Rehmann Capital Advisory Group
Michigan
$5.31M
GVAG
385
Great Valley Advisor Group
Delaware
$5.3M
DPI
386
Diversified Portfolios Inc
Michigan
$5.24M
NEPWA
387
New England Private Wealth Advisors
Massachusetts
$5.23M
AWA
388
Alta Wealth Advisors
Massachusetts
$5.21M
JFG
389
JMG Financial Group
Illinois
$5.21M
WAG
390
Winthrop Advisory Group
Massachusetts
$5.19M
HCA
391
Heck Capital Advisors
Wisconsin
$5.18M
HWA
392
Hillcrest Wealth Advisors
New Jersey
$5.15M
CM
393
Castleark Management
Illinois
$5.14M
SFM
394
Signet Financial Management
New Jersey
$5.12M
AssetMark Inc
395
AssetMark Inc
California
$5.08M
MCCA
396
Mill Creek Capital Advisors
Pennsylvania
$5.01M
MMG
397
Monetary Management Group
Missouri
$5M
CA
398
Cornerstone Advisory
Maryland
$5M
ATS
399
Ashton Thomas Securities
New York
$4.97M
BFM
400
Broadview Financial Management
Wisconsin
$4.95M