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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
UB
401
UMB Bank
Missouri
$4.74M
SWM
402
Spire Wealth Management
Virginia
$4.73M
AUB
403
Atlantic Union Bankshares
Virginia
$4.73M
HCMT
404
Highland Capital Management (Tennessee)
Tennessee
$4.71M
CM
405
Columbus Macro
Pennsylvania
$4.7M
MA
406
Mutual Advisors
Nebraska
$4.67M
BBES
407
Buffalo Business & Estate Services
New York
$4.65M
VT
408
Vise Technologies
New York
$4.62M
SMC
409
Smith, Moore & Co
Missouri
$4.6M
FWCM
410
Ferguson Wellman Capital Management
Oregon
$4.57M
KWM
411
Kingsview Wealth Management
Oregon
$4.52M
GT
412
Glenview Trust
Kentucky
$4.5M
PWM
413
Perigon Wealth Management
California
$4.47M
ET
414
Equitable Trust
Tennessee
$4.47M
HIA
415
Harbor Investment Advisory
Maryland
$4.39M
FA
416
FC Advisory
Pennsylvania
$4.37M
AIM
417
Allen Investment Management
New York
$4.33M
EWS
418
Evergreen Wealth Solutions
Pennsylvania
$4.28M
HCM
419
HMS Capital Management
Tennessee
$4.28M
BWA
420
Beam Wealth Advisors
Louisiana
$4.28M
DADC
421
D.A. Davidson & Co
Montana
$4.25M
CIC
422
Chilton Investment Company
Connecticut
$4.22M
1WM
423
1900 Wealth Management
Texas
$4.19M
SG Americas Securities
424
SG Americas Securities
New York
$4.19M
SLT
425
St Louis Trust
Missouri
$4.15M