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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
GI
451
GAMMA Investing
California
$3.73M
FFG
452
Fiduciary Financial Group
California
$3.71M
GSWM
453
Golden State Wealth Management
California
$3.69M
WWM
454
Western Wealth Management
Colorado
$3.68M
TSW
455
Thompson Siegel & Walmsley
Virginia
$3.64M
JIC
456
Joel Isaacson & Co
New York
$3.6M
EWM
457
Empirical Wealth Management
Washington
$3.59M
EFG
458
Everhart Financial Group
Ohio
$3.55M
TPWA
459
TRUE Private Wealth Advisors
Oregon
$3.55M
CWMK
460
Caliber Wealth Management (Kansas)
Kansas
$3.53M
TFA
461
Tobias Financial Advisors
Florida
$3.52M
AWM
462
Avior Wealth Management
Nebraska
$3.5M
ACA
463
Affinity Capital Advisors
California
$3.49M
AA
464
Ancora Advisors
Ohio
$3.49M
OWM
465
Opes Wealth Management
California
$3.47M
CSP
466
Cary Street Partners
Virginia
$3.46M
SW
467
Simplicity Wealth
New Jersey
$3.43M
RFA
468
Resurgent Financial Advisors
Georgia
$3.42M
LAM
469
L2 Asset Management
Massachusetts
$3.42M
AWM
470
Aureum Wealth Management
Florida
$3.42M
GBT
471
Grove Bank & Trust
Florida
$3.41M
TFCP
472
Twin Focus Capital Partners
Massachusetts
$3.41M
TSS
473
Two Sigma Securities
New York
$3.38M
GPFA
474
Game Plan Financial Advisors
Ohio
$3.37M
EF
475
Empowered Funds
Pennsylvania
$3.35M