IWD icon

iShares Russell 1000 Value ETF

1,874 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, 577 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: 577 | Existing positions reduced: 694

61% less call options, than puts

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

Holders
1,874
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
DK
676
David Kennon
Florida
$1.79M
NFG
677
Nations Financial Group
Iowa
$1.79M
SMA
678
Sage Mountain Advisors
Georgia
$1.78M
AT
679
American Trust
Kentucky
$1.77M
M
680
MYeCFO
California
$1.76M
EIA
681
Eldridge Investment Advisors
New Hampshire
$1.75M
GG
682
GenWealth Group
New Jersey
$1.74M
PFP
683
Paragon Financial Partners
California
$1.73M
FCH
684
Freestone Capital Holdings
Washington
$1.72M
FIA
685
Foundations Investment Advisors
Arizona
$1.72M
ACM
686
Alamar Capital Management
California
$1.72M
SVWAG
687
Sound View Wealth Advisors Group
Georgia
$1.71M
FWTB
688
First Western Trust Bank
Colorado
$1.7M
PIA
689
Perennial Investment Advisors
California
$1.7M
CG
690
Clifford Group
Massachusetts
$1.7M
AIM
691
Anchor Investment Management
South Carolina
$1.69M
BWMG
692
Bannerman Wealth Management Group
Texas
$1.68M
GWWM
693
Great Waters Wealth Management
Minnesota
$1.68M
FT
694
Fiduciary Trust
Massachusetts
$1.67M
NJIM
695
Nabity-Jensen Investment Management
Nebraska
$1.67M
JPG
696
Jordan Park Group
California
$1.67M
BFG
697
Beacon Financial Group
Texas
$1.67M
BC
698
Barrett & Company
Rhode Island
$1.66M
BCV
699
Banque Cantonale Vaudoise
Switzerland
$1.66M
Qube Research & Technologies (QRT)
700
Qube Research & Technologies (QRT)
United Kingdom
$1.66M