IWD icon

iShares Russell 1000 Value ETF

1,875 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, 578 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: 578 | Existing positions reduced: 694

61% less call options, than puts

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

Holders
1,875
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
CD
1076
Chapin Davis
Maryland
$652K
GF
1077
GGM Financials
Ohio
$648K
NPF
1078
Norris Perne & French
Michigan
$647K
CNC
1079
Citizens & Northern Corp
Pennsylvania
$647K
LIM
1080
Leavell Investment Management
Alabama
$646K
SWM
1081
SeaCrest Wealth Management
New York
$644K
OWM
1082
Orgel Wealth Management
Wisconsin
$642K
LCM
1083
Lunt Capital Management
Utah
$640K
FBB
1084
Fulton Breakefield Broenniman
Maryland
$639K
FNBTCON
1085
First National Bank & Trust Co of Newtown
Pennsylvania
$635K
FTC
1086
Farmers Trust Company
Ohio
$635K
ESB
1087
Essex Savings Bank
Connecticut
$634K
OWP
1088
Obermeyer Wealth Partners
Colorado
$634K
Empower Advisory Group
1089
Empower Advisory Group
Colorado
$633K
PTP
1090
Platform Technology Partners
New York
$633K
AWP
1091
Axis Wealth Partners
Rhode Island
$632K
SGCA
1092
Steel Grove Capital Advisors
Tennessee
$629K
SFG
1093
Snider Financial Group
Washington
$627K
BCP
1094
Berkeley Capital Partners
Georgia
$623K
OPW
1095
Oxler Private Wealth
New York
$621K
ST
1096
Spinnaker Trust
Maine
$615K
NRC
1097
New Republic Capital
North Carolina
$612K
CBA
1098
Coastal Bridge Advisors
Connecticut
$612K
MWA
1099
Meridian Wealth Advisors
Texas
$611K
DCA
1100
DSG Capital Advisors
Minnesota
$610K