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iShares Russell 1000 Value ETF

1,872 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 131 funds opening new positions, 576 increasing their positions, 694 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:

9% less funds holding in top 10

Funds holding in top 10: 10696 (-10)

17% less repeat investments, than reductions

Existing positions increased: 576 | Existing positions reduced: 694

61% less call options, than puts

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

Holders
1,872
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
96
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
SWRP
226
Summit Wealth & Retirement Planning
California
$12.6M
ACA
227
Aptus Capital Advisors
Alabama
$12.6M
JFGIW
228
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$12.5M
IWC
229
Integrated Wealth Concepts
Massachusetts
$12.4M
NGA
230
Naples Global Advisors
Florida
$12.3M
CPIG
231
Chicago Partners Investment Group
Illinois
$12.2M
IP
232
Investment Partners
Ohio
$12.1M
FNBOO
233
First National Bank of Omaha
Nebraska
$12M
C
234
Certuity
Florida
$12M
BF
235
BOK Financial
Oklahoma
$12M
HTC
236
Haverford Trust Company
Pennsylvania
$12M
SWP
237
Sagespring Wealth Partners
Tennessee
$12M
AWE
238
Avidian Wealth Enterprises
Texas
$11.9M
PA
239
Prism Advisors
California
$11.9M
JWA
240
JFS Wealth Advisors
Pennsylvania
$11.5M
CCWA
241
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$11.3M
NOI
242
Newton One Investments
Delaware
$10.8M
GIM
243
Goelzer Investment Management
Indiana
$10.8M
KF
244
Kelsey Financial
California
$10.7M
FWM
245
FMA Wealth Management
Massachusetts
$10.6M
CNC
246
Canandaigua National Corp
New York
$10.6M
XF
247
XML Financial
Maryland
$10.5M
HW
248
Hancock Whitney
Mississippi
$10.4M
BTI
249
Blue Trust Inc
Georgia
$10.4M
DT
250
Diversified Trust
Tennessee
$10.3M