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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
RCAG
376
Rehmann Capital Advisory Group
Michigan
$5.31M
GVAG
377
Great Valley Advisor Group
Delaware
$5.3M
DPI
378
Diversified Portfolios Inc
Michigan
$5.24M
NEPWA
379
New England Private Wealth Advisors
Massachusetts
$5.23M
AWA
380
Alta Wealth Advisors
Massachusetts
$5.21M
JFG
381
JMG Financial Group
Illinois
$5.21M
WAG
382
Winthrop Advisory Group
Massachusetts
$5.19M
HCA
383
Heck Capital Advisors
Wisconsin
$5.18M
HWA
384
Hillcrest Wealth Advisors
New Jersey
$5.15M
CM
385
Castleark Management
Illinois
$5.14M
SFM
386
Signet Financial Management
New Jersey
$5.12M
AssetMark Inc
387
AssetMark Inc
California
$5.08M
MCCA
388
Mill Creek Capital Advisors
Pennsylvania
$5.01M
MMG
389
Monetary Management Group
Missouri
$5M
CA
390
Cornerstone Advisory
Maryland
$5M
ATS
391
Ashton Thomas Securities
New York
$4.97M
BFM
392
Broadview Financial Management
Wisconsin
$4.95M
SYBT
393
Stock Yards Bank & Trust
Kentucky
$4.93M
DWT
394
Dorsey & Whitney Trust
South Dakota
$4.91M
PWA
395
Provenance Wealth Advisors
Florida
$4.85M
TLA
396
Tanglewood Legacy Advisors
Texas
$4.85M
RCA
397
Riverview Capital Advisers
Massachusetts
$4.78M
AMG
398
Asset Management Group
Connecticut
$4.76M
TIAA Trust, National Association
399
TIAA Trust, National Association
North Carolina
$4.75M
OCM
400
One Capital Management
California
$4.74M