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iShares Russell 1000 Value ETF

1,894 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 134 funds opening new positions, 582 increasing their positions, 702 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 134 | Existing positions closed: 104

0.45% less ownership

Funds ownership: 82.79%82.34% (-0.45%)

1% less funds holding

Funds holding: 1,9041,894 (-10)

1% less capital invested

Capital invested by funds: $58B → $57.2B (-$777M)

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
1,894
Holders Change
-10
Holders Change %
-0.53%
% of All Funds
23.33%
Holding in Top 10
101
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-6.48%
% of All Funds
1.24%
New
134
Increased
582
Reduced
702
Closed
104
Calls
$117M
Puts
$298M
Net Calls
-$181M
Net Calls Change
+$446M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$9.86B -$1.34B -6,112,118 -12%
Morgan Stanley
2
Morgan Stanley
New York
$9.02B +$561M +2,563,670 +6%
Goldman Sachs
3
Goldman Sachs
New York
$2.49B +$16.3M +74,349 +0.6%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.99B +$149M +678,444 +8%
JP Morgan Chase
5
JP Morgan Chase
New York
$1.81B -$133M -606,550 -7%
Financial Engines Advisors
6
Financial Engines Advisors
California
$1.71B -$87.3M -398,730 -5%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$1.47B -$188M -857,851 -11%
UBS Group
8
UBS Group
Switzerland
$1.41B -$7.11M -32,486 -0.5%
Baird Financial Group
9
Baird Financial Group
Wisconsin
$1.29B +$39M +178,139 +3%
Raymond James Financial
10
Raymond James Financial
Florida
$1.18B +$29.2M +133,321 +2%
Northern Trust
11
Northern Trust
Illinois
$1.1B +$50.1M +228,571 +5%
Wells Fargo
12
Wells Fargo
California
$1.07B -$193M -881,023 -15%
LPL Financial
13
LPL Financial
California
$916M -$1.25M -5,710 -0.1%
Prudential Financial
14
Prudential Financial
New Jersey
$798M +$68.7M +313,555 +9%
M&T Bank
15
M&T Bank
New York
$757M -$52.6M -239,962 -6%
PNC Financial Services Group
16
PNC Financial Services Group
Pennsylvania
$723M -$37.6M -171,627 -5%
PFPG
17
Pinnacle Financial Partners (Georgia)
Georgia
$694M -$3.94M -17,975 -0.6%
Jones Financial Companies
18
Jones Financial Companies
Missouri
$555M +$248M +1,133,838 +75%
JRP
19
Jasper Ridge Partners
California
$527M -$12.6M -57,529 -2%
Franklin Resources
20
Franklin Resources
California
$505M +$428M +1,953,892 +476%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$474M -$70.7M -322,747 -13%
Truist Financial
22
Truist Financial
North Carolina
$462M -$40M -182,804 -8%
GI
23
GLOBALT Investments
Georgia
$374M +$13.7M +62,425 +4%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$343M -$26.2M -119,782 -7%
Rockefeller Capital Management
25
Rockefeller Capital Management
New York
$329M +$21.5M +98,256 +7%