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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
UWPG
351
Ullmann Wealth Partners Group
Florida
$5.95M
AWM
352
Aprio Wealth Management
Georgia
$5.93M
VNT
353
Vanguard National Trust
Pennsylvania
$5.92M
BA
354
Brightwater Advisory
Florida
$5.88M
PCMNC
355
Piedmont Capital Management (North Carolina)
North Carolina
$5.88M
PCG
356
Prosperity Consulting Group
Maryland
$5.87M
FAM
357
Forte Asset Management
New York
$5.87M
ONB
358
Old National Bancorp
Indiana
$5.85M
IWM
359
IHT Wealth Management
Illinois
$5.85M
AAM
360
Aureus Asset Management
Massachusetts
$5.82M
PI
361
PineBridge Investments
New York
$5.7M
VA
362
Valmark Advisers
Ohio
$5.69M
Diamond Hill Capital Management
363
Diamond Hill Capital Management
Ohio
$5.68M
SFA
364
Sequoia Financial Advisors
Ohio
$5.67M
PW
365
Potentia Wealth
California
$5.67M
RWP
366
RWA Wealth Partners
Massachusetts
$5.66M
KA
367
KLCM Advisors
Wisconsin
$5.65M
IAA
368
Independent Advisor Alliance
North Carolina
$5.63M
CB
369
Community Bank
New York
$5.52M
HDIM
370
Hanson & Doremus Investment Management
Vermont
$5.49M
RhumbLine Advisers
371
RhumbLine Advisers
Massachusetts
$5.44M
Principal Financial Group
372
Principal Financial Group
Iowa
$5.4M
GLA
373
Great Lakes Advisors
Illinois
$5.32M
PAG
374
Paladin Advisory Group
Iowa
$5.32M
MFG
375
Merit Financial Group
Georgia
$5.32M