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
TF
426
Tandem Financial
Colorado
$4.14M
HFP
427
Holistic Financial Partners
Indiana
$4.13M
SCA
428
Stillwater Capital Advisors
Pennsylvania
$4.13M
SWA
429
Serenus Wealth Advisors
California
$4.11M
NS
430
NBC Securities
Alabama
$4.08M
DFS
431
Dixon Fnancial Services
California
$4.04M
AIM
432
Acropolis Investment Management
Missouri
$4.04M
BOJHT
433
Bank of Jackson Hole Trust
Wyoming
$4.03M
NB
434
Nicolet Bankshares
Wisconsin
$4.03M
SAM
435
Smartleaf Asset Management
Massachusetts
$3.99M
CAM
436
Carret Asset Management
New York
$3.98M
FWMP
437
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$3.97M
PA
438
Procyon Advisors
Connecticut
$3.97M
WP
439
Wealthspan Partners
Iowa
$3.97M
WAL
440
W Advisors LLC
Tennessee
$3.96M
SFG
441
Sage Financial Group
Pennsylvania
$3.96M
IWA
442
Icon Wealth Advisors
Texas
$3.94M
BB
443
Busey Bank
Illinois
$3.89M
ACP
444
Argyle Capital Partners
California
$3.89M
CIM
445
Confluence Investment Management
Missouri
$3.87M
MCWS
446
McKinley Carter Wealth Services
West Virginia
$3.84M
FPAS
447
Focus Partners Advisor Solutions
Missouri
$3.82M
GF
448
Goodman Financial
Texas
$3.8M
AWA
449
Aaron Wealth Advisors
Illinois
$3.8M
EFS
450
Essex Financial Services
Connecticut
$3.79M