IWD icon

iShares Russell 1000 Value ETF

1,872 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, 576 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: 576 | Existing positions reduced: 694

61% less call options, than puts

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

Holders
1,872
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
MIM
1751
Marshall Investment Management
Colorado
$58.8K
BMC
1752
Bear Mountain Capital
Washington
$58.2K
SL
1753
Salomon & Ludwin
Virginia
$58K
AEPWM
1754
Atlantic Edge Private Wealth Management
Florida
$57.9K
NSIM
1755
North Star Investment Management
Illinois
$57.4K
SN
1756
Sittner & Nelson
Oregon
$56.8K
CJ
1757
Caitlin John
Michigan
$55.6K
VDBMI
1758
Van Den Berg Management I
Texas
$52.8K
SIM
1759
Synergy Investment Management
Florida
$52.6K
T
1760
Tidemark
California
$52.1K
PWS
1761
Pursuit Wealth Strategies
North Carolina
$52.1K
RFS
1762
Richardson Financial Services
Massachusetts
$51.9K
FGAM
1763
Financial Gravity Asset Management
Texas
$51.7K
GTAM
1764
Global Trust Asset Management
Florida
$50.4K
RF
1765
Rossby Financial
Florida
$49.9K
QWM
1766
Quaker Wealth Management
New Jersey
$49.6K
LCA
1767
Legend Capital Advisors
New York
$49.4K
RCM
1768
Richardson Capital Management
Wisconsin
$47.6K
FP
1769
Financial Perspectives
Minnesota
$47.6K
DF
1770
Dunhill Financial
United Kingdom
$47.6K
HHGA
1771
Halbert Hargrove Global Advisors
California
$47.2K
VNA
1772
Valley National Advisers
Pennsylvania
$47K
OCWP
1773
Owl Creek Wealth Partners
Colorado
$46.3K
VWA
1774
VSM Wealth Advisory
Maryland
$45.5K
TCM
1775
Triumph Capital Management
Colorado
$44.2K