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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
KF
251
Kelsey Financial
California
$10.7M
FWM
252
FMA Wealth Management
Massachusetts
$10.6M
CNC
253
Canandaigua National Corp
New York
$10.6M
XF
254
XML Financial
Maryland
$10.5M
HW
255
Hancock Whitney
Mississippi
$10.4M
BTI
256
Blue Trust Inc
Georgia
$10.4M
DT
257
Diversified Trust
Tennessee
$10.3M
MBT
258
Montecito Bank & Trust
California
$10.3M
NL
259
NWAM LLC
Washington
$10.3M
SCA
260
Snowden Capital Advisors
New York
$10.2M
TWM
261
Tradition Wealth Management
Minnesota
$10.2M
FM
262
Foster & Motley
Ohio
$10.2M
AWA
263
Arete Wealth Advisors
Illinois
$10.1M
MCM
264
Morton Capital Management
California
$10.1M
VFA
265
Valeo Financial Advisors
Indiana
$10.1M
NP
266
NorthRock Partners
Minnesota
$10M
WB
267
Webster Bank
Connecticut
$9.92M
MG
268
Mather Group
Illinois
$9.87M
VWA
269
Visionary Wealth Advisors
Illinois
$9.71M
ATC
270
Argent Trust Co
Tennessee
$9.65M
WAP
271
Wealthcare Advisory Partners
Pennsylvania
$9.65M
HSA
272
HBK Sorce Advisory
Pennsylvania
$9.65M
SHWM
273
Smith & Howard Wealth Management
Georgia
$9.64M
OE
274
OFS Enterprise
Nebraska
$9.6M
WC
275
Waterloo Capital
Texas
$9.6M