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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
SAI
301
Savvy Advisors Inc
New York
$7.53M
S
302
SignatureFD
Georgia
$7.52M
ABC
303
Associated Banc-Corp
Wisconsin
$7.51M
DIP
304
DT Investment Partners
Pennsylvania
$7.49M
CWS
305
Confluence Wealth Services
Pennsylvania
$7.45M
R
306
Rebalance
California
$7.4M
SC
307
Sepio Capital
Utah
$7.35M
WFS
308
Widmann Financial Services
Maryland
$7.32M
AG
309
AlTi Global
New York
$7.25M
PWPS
310
Pinnacle Wealth Planning Services
Ohio
$7.17M
MDSL
311
M.D. Sass LLC
New York
$7.05M
Allspring Global Investments
312
Allspring Global Investments
North Carolina
$6.98M
SFS
313
Sowell Financial Services
Arkansas
$6.96M
WT
314
Whittier Trust
California
$6.94M
FTWA
315
Fifth Third Wealth Advisors
Ohio
$6.94M
RIS
316
Retirement Income Solutions
Michigan
$6.92M
PCM
317
Pointe Capital Management
Michigan
$6.9M
TFA
318
TPG Financial Advisors
Oregon
$6.89M
EB
319
Eastern Bank
Massachusetts
$6.89M
ASBI
320
American State Bank (Iowa)
Iowa
$6.87M
AI
321
Auour Investments
Massachusetts
$6.78M
WCG
322
Wall Capital Group
Arizona
$6.74M
AIFAIM
323
American Institute for Advanced Investment Management
Arizona
$6.74M
MB
324
MidFirst Bank
Oklahoma
$6.73M
Loomis, Sayles & Company
325
Loomis, Sayles & Company
Massachusetts
$6.72M