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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
EWS
426
Evergreen Wealth Solutions
Pennsylvania
$4.28M
HCM
427
HMS Capital Management
Tennessee
$4.28M
BWA
428
Beam Wealth Advisors
Louisiana
$4.28M
DADC
429
D.A. Davidson & Co
Montana
$4.25M
CIC
430
Chilton Investment Company
Connecticut
$4.22M
1WM
431
1900 Wealth Management
Texas
$4.19M
SG Americas Securities
432
SG Americas Securities
New York
$4.19M
SLT
433
St Louis Trust
Missouri
$4.15M
TF
434
Tandem Financial
Colorado
$4.14M
HFP
435
Holistic Financial Partners
Indiana
$4.13M
SCA
436
Stillwater Capital Advisors
Pennsylvania
$4.13M
SWA
437
Serenus Wealth Advisors
California
$4.11M
NS
438
NBC Securities
Alabama
$4.08M
DFS
439
Dixon Fnancial Services
California
$4.04M
AIM
440
Acropolis Investment Management
Missouri
$4.04M
BOJHT
441
Bank of Jackson Hole Trust
Wyoming
$4.03M
NB
442
Nicolet Bankshares
Wisconsin
$4.03M
SAM
443
Smartleaf Asset Management
Massachusetts
$3.99M
CAM
444
Carret Asset Management
New York
$3.98M
FWMP
445
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$3.97M
PA
446
Procyon Advisors
Connecticut
$3.97M
WP
447
Wealthspan Partners
Iowa
$3.97M
WAL
448
W Advisors LLC
Tennessee
$3.96M
SFG
449
Sage Financial Group
Pennsylvania
$3.96M
IWA
450
Icon Wealth Advisors
Texas
$3.94M