iShares Russell 1000 Value ETF
1,904 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 135 funds opening new positions, 582 increasing their positions, 708 reducing their positions, and 105 closing their positions.
29% more first-time investments, than exits
New positions opened: 135 | Existing positions closed: 105
0% less funds holding
Funds holding: 1,909 → 1,904 (-5)
0.44% less ownership
Funds ownership: 82.8% → 82.36% (-0.44%)
1% less capital invested
Capital invested by funds: $58B → $57.2B (-$766M)
6% less funds holding in top 10
Funds holding in top 10: 108 → 101 (-7)
18% less repeat investments, than reductions
Existing positions increased: 582 | Existing positions reduced: 708
61% less call options, than puts
Call options by funds: $117M | Put options by funds: $298M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$561M |
| 2 |
Franklin Resources
San Mateo,
California
|
+$428M |
| 3 |
Jones Financial Companies
Des Peres,
Missouri
|
+$248M |
| 4 |
Fifth Third Bancorp
Cincinnati,
Ohio
|
+$199M |
| 5 |
Victory Capital Management
San Antonio,
Texas
|
+$168M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$1.34B |
| 2 |
TIAA Trust, National Association
Charlotte,
North Carolina
|
-$244M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$193M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$188M |
| 5 |
Corient Private Wealth
Miami,
Florida
|
-$187M |
IWD Hedge Fund Activity: Q1 2026 in Review
1,904 of the 8,172 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Value ETF (IWD) for Q1 2026, worth a combined $57.2B — down 1.3% from $58B a quarter earlier.
Buyers outnumbered sellers: 135 funds opened new IWD positions and 105 closed out — a net gain of 30 holders — while 582 added to existing stakes and 708 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $561M. The largest seller was Bank of America, cutting an estimated $1.34B.
- 1,904 institutional investors held iShares Russell 1000 Value ETF (IWD) as of Q1 2026, down from 1,909 in Q4 2025.
- Funds reported $57.2B of iShares Russell 1000 Value ETF stock for Q1 2026, down 1.3% quarter-over-quarter.
- 135 funds opened new iShares Russell 1000 Value ETF positions in Q1 2026 and 105 closed out, a net change of +30 holders.
- The largest iShares Russell 1000 Value ETF buyer in Q1 2026 was Morgan Stanley, an estimated $561M added.
- The largest iShares Russell 1000 Value ETF seller in Q1 2026 was Bank of America, an estimated $1.34B sold.
Based on aggregated 13F filings for Q1 2026.