iShares Russell 1000 Value ETF
1,981 hedge funds and large institutions have $64.4B invested in iShares Russell 1000 Value ETF in 2026 Q2 according to their latest regulatory filings, with 169 funds opening new positions, 585 increasing their positions, 700 reducing their positions, and 69 closing their positions.
163% more call options, than puts
Call options by funds: $55.2M | Put options by funds: $21M
145% more first-time investments, than exits
New positions opened: 169 | Existing positions closed: 69
12% more capital invested
Capital invested by funds: $57.3B → $64.4B (+$7.12B)
4% more funds holding
Funds holding: 1,909 → 1,981 (+72)
3% more funds holding in top 10
Funds holding in top 10: 101 → 104 (+3)
9.33% less ownership
Funds ownership: 82.44% → 73.11% (-9.3%)
16% less repeat investments, than reductions
Existing positions increased: 585 | Existing positions reduced: 700
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$1.74B |
| 2 |
Wells Fargo
San Francisco,
California
|
+$156M |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
+$83M |
| 4 |
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
|
+$65.7M |
| 5 |
BWCS
Beirne Wealth Consulting Services
Shelton,
Connecticut
|
+$41.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
-$396M |
| 2 |
Morgan Stanley
New York
|
-$364M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$334M |
| 4 |
Northern Trust
Chicago,
Illinois
|
-$232M |
| 5 |
PLFA
Pacific Life Fund Advisors
Newport Beach,
California
|
-$172M |
IWD Hedge Fund Activity: Q2 2026 in Review
1,981 of the 8,345 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Value ETF (IWD) for Q2 2026, worth a combined $64.4B — up 12% from $57.3B a quarter earlier.
Buyers outnumbered sellers: 169 funds opened new IWD positions and 69 closed out — a net gain of 100 holders — while 585 added to existing stakes and 700 trimmed.
The largest buyer was Ameriprise, adding an estimated $1.74B. The largest seller was Franklin Resources, cutting an estimated $396M.
- 1,981 institutional investors held iShares Russell 1000 Value ETF (IWD) as of Q2 2026, up from 1,909 in Q1 2026.
- Funds reported $64.4B of iShares Russell 1000 Value ETF stock for Q2 2026, up 12% quarter-over-quarter.
- 169 funds opened new iShares Russell 1000 Value ETF positions in Q2 2026 and 69 closed out, a net change of +100 holders.
- The largest iShares Russell 1000 Value ETF buyer in Q2 2026 was Ameriprise, an estimated $1.74B added.
- The largest iShares Russell 1000 Value ETF seller in Q2 2026 was Franklin Resources, an estimated $396M sold.
Based on aggregated 13F filings for Q2 2026.