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
AWAP
1526
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$260K
CC
1527
Commons Capital
Massachusetts
$259K
HWMC
1528
Heritage Wealth Management (California)
California
$258K
FWP
1529
Falcon Wealth Planning
California
$257K
UWM
1530
USAdvisors Wealth Management
Minnesota
$257K
CF
1531
Convergence Financial
Missouri
$257K
SL
1532
Sentinus LLC
Illinois
$257K
MTIC
1533
Missouri Trust & Investment Company
Missouri
$256K
HFS
1534
Howard Financial Services
Texas
$256K
NAMM
1535
NorthStar Asset Management (Massachusetts)
Massachusetts
$254K
LA
1536
Latitude Advisors
Florida
$254K
CAM
1537
Cozad Asset Management
Illinois
$254K
FWIA
1538
Fort Washington Investment Advisors
Ohio
$253K
ISFAN
1539
Investor's Fiduciary Advisor Network
Washington
$252K
SCM
1540
Sterling Capital Management
North Carolina
$252K
MGWA
1541
Monument Group Wealth Advisors
Massachusetts
$251K
LWANC
1542
Laurel Wealth Advisors (North Carolina)
North Carolina
$250K
QFW
1543
QTR Family Wealth
Florida
$250K
FPB
1544
First PREMIER Bank
South Dakota
$250K
DCM
1545
Donaldson Capital Management
Indiana
$249K
CRI
1546
Commonwealth Retirement Investments
Virginia
$249K
NG
1547
Novem Group
New York
$248K
1WA
1548
180 Wealth Advisors
Washington
$248K
SG
1549
Sharper & Granite
California
$248K
RS
1550
Retirement Solution
Washington
$247K