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iShares Russell 1000 Value ETF

1,893 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 133 funds opening new positions, 582 increasing their positions, 702 reducing their positions, and 104 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 funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

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
1,893
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
101
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
GPW
226
Genesis Private Wealth
Virginia
$13.2M
FA
227
FDx Advisors
Illinois
$13.2M
BCG
228
Breakwater Capital Group
New Jersey
$13.1M
I2I
229
Insight 2811 Inc
Illinois
$12.8M
OC
230
Oppenheimer & Co
New York
$12.7M
SWRP
231
Summit Wealth & Retirement Planning
California
$12.6M
ACA
232
Aptus Capital Advisors
Alabama
$12.6M
JFGIW
233
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$12.5M
IWC
234
Integrated Wealth Concepts
Massachusetts
$12.4M
KFS
235
Krane Financial Solutions
California
$12.3M
NGA
236
Naples Global Advisors
Florida
$12.3M
CPIG
237
Chicago Partners Investment Group
Illinois
$12.2M
IP
238
Investment Partners
Ohio
$12.1M
FNBOO
239
First National Bank of Omaha
Nebraska
$12M
C
240
Certuity
Florida
$12M
BF
241
BOK Financial
Oklahoma
$12M
HTC
242
Haverford Trust Company
Pennsylvania
$12M
SWP
243
Sagespring Wealth Partners
Tennessee
$12M
AWE
244
Avidian Wealth Enterprises
Texas
$11.9M
PA
245
Prism Advisors
California
$11.9M
JWA
246
JFS Wealth Advisors
Pennsylvania
$11.5M
CCWA
247
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$11.3M
PP
248
Paladin Partners
Wisconsin
$11.1M
NOI
249
Newton One Investments
Delaware
$10.8M
GIM
250
Goelzer Investment Management
Indiana
$10.8M