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
RL
1351
Retireful LLC
Michigan
$361K
RG
1352
Rathbones Group
United Kingdom
$360K
CTA
1353
Clear Trail Advisors
Texas
$359K
SFS
1354
Sharp Financial Services
Pennsylvania
$359K
TH
1355
Team Hewins
California
$359K
IWA
1356
IBEX Wealth Advisors
New Jersey
$358K
CPA
1357
Cathy Pareto & Associates
Florida
$357K
FMTCOCP
1358
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$356K
FCAS
1359
First Command Advisory Services
Texas
$355K
APC
1360
Aspire Private Capital
North Carolina
$355K
HBT
1361
Heartland Bank & Trust
Illinois
$353K
FA
1362
Fermata Advisors
California
$353K
JFA
1363
JNBA Financial Advisors
Minnesota
$352K
SEEDPG
1364
S.E.E.D. Planning Group
New York
$352K
BWM
1365
BCGM Wealth Management
Indiana
$351K
AP
1366
Appleton Partners
Massachusetts
$350K
FLP
1367
Financial Life Planners
Arizona
$350K
BI
1368
Berkeley Inc
Idaho
$350K
CWL
1369
Causey Wealth LLC
Colorado
$350K
HAIM
1370
Hunter Associates Investment Management
Pennsylvania
$349K
DWA
1371
Delap Wealth Advisory
Oregon
$348K
AF
1372
Align Financial
Minnesota
$347K
CBB
1373
Citizens Business Bank
California
$347K
KWA
1374
Kondo Wealth Advisors
California
$346K
PC
1375
Permanens Capital
New York
$346K