IWD icon

iShares Russell 1000 Value ETF

1,881 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 132 funds opening new positions, 579 increasing their positions, 697 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:

7% less funds holding in top 10

Funds holding in top 10: 10799 (-8)

17% less repeat investments, than reductions

Existing positions increased: 579 | Existing positions reduced: 697

61% less call options, than puts

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

Holders
1,881
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
99
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
KMWM
1926
Keudell/Morrison Wealth Management
Oregon
Belvedere Trading
1927
Belvedere Trading
Illinois
JAG
1928
Journey Advisory Group
Kentucky
AIMC
1929
Alley Investment Management Company
Illinois
FFG
1930
Foundry Financial Group
New Hampshire
TCM
1931
Traynor Capital Management
Pennsylvania
GSC
1932
Ground Swell Capital
South Carolina
BWM
1933
BCS Wealth Management
Tennessee
EFN
1934
Equita Financial Network
Pennsylvania
SWMP
1935
Signature Wealth Management Partners
New Jersey
LFA
1936
Legacy Financial Advisors
Kentucky
GFA
1937
Gallagher Fiduciary Advisors
Illinois
FFS
1938
Founders Financial Securities
Maryland
BPFA
1939
Barnes Pettey Financial Advisors
Mississippi
SNBOSD
1940
Security National Bank of So Dak
Iowa
FRA
1941
Frank Rimerman Advisors
California
FAC
1942
Financial Advisory Corporation
Michigan
LCGC
1943
Legacy Capital Group California
California
LWAM
1944
Legacy Wealth Asset Management
Minnesota
NFA
1945
Northern Financial Advisors
Michigan
CWM
1946
Collaborative Wealth Management
Florida
MNA
1947
Manning & Napier Advisors
New York
OPA
1948
Old Port Advisors
Maine
FB
1949
First Bancorp
Maine
CAI
1950
Capital Advisors Inc
Oklahoma