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
SAM
1551
SP Asset Management
California
$247K
PC
1552
Pecaut & Co
Iowa
$247K
AFP
1553
Alpha Financial Partners
Kentucky
$247K
CWP
1554
Curated Wealth Partners
California
$246K
JTWM
1555
Jackson Thornton Wealth Management
Alabama
$245K
MHI
1556
Miller Howard Investments
New York
$245K
PIMG
1557
Patriot Investment Management Group
Tennessee
$245K
BHWM
1558
Beaird Harris Wealth Management
Texas
$244K
FWA
1559
FSM Wealth Advisors
Ohio
$243K
PP
1560
Patten & Patten
Tennessee
$242K
MCA
1561
Millennium Capital Advisors
Arkansas
$242K
AOWM
1562
Asset One Wealth Management
Washington
$242K
KCM
1563
Kathmere Capital Management
Pennsylvania
$242K
AA
1564
Addison Advisors
Vermont
$242K
HAM
1565
Harmony Asset Management
Arizona
$242K
EFA
1566
Englebert Financial Advisers
Pennsylvania
$242K
First Trust Advisors
1567
First Trust Advisors
Illinois
$241K
FAB
1568
First American Bank
Illinois
$241K
3IP
1569
3Chopt Investment Partners
Virginia
$238K
TW
1570
Tempo Wealth
Ohio
$238K
IRP
1571
Investment Research Partners
Pennsylvania
$238K
RWA
1572
Resolute Wealth Advisor
Ohio
$238K
CH
1573
CDKV Holdings
Colorado
$237K
TWM
1574
TRB Wealth Management
Texas
$237K
IWS
1575
Insight Wealth Strategies
California
$236K