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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
BB
451
Busey Bank
Illinois
$3.89M
ACP
452
Argyle Capital Partners
California
$3.89M
CIM
453
Confluence Investment Management
Missouri
$3.87M
MCWS
454
McKinley Carter Wealth Services
West Virginia
$3.84M
FPAS
455
Focus Partners Advisor Solutions
Missouri
$3.82M
GF
456
Goodman Financial
Texas
$3.8M
AWA
457
Aaron Wealth Advisors
Illinois
$3.8M
EFS
458
Essex Financial Services
Connecticut
$3.79M
GI
459
GAMMA Investing
California
$3.73M
FFG
460
Fiduciary Financial Group
California
$3.71M
GSWM
461
Golden State Wealth Management
California
$3.69M
WWM
462
Western Wealth Management
Colorado
$3.68M
TSW
463
Thompson Siegel & Walmsley
Virginia
$3.64M
JIC
464
Joel Isaacson & Co
New York
$3.6M
EWM
465
Empirical Wealth Management
Washington
$3.59M
EFG
466
Everhart Financial Group
Ohio
$3.55M
TPWA
467
TRUE Private Wealth Advisors
Oregon
$3.55M
CWMK
468
Caliber Wealth Management (Kansas)
Kansas
$3.53M
TFA
469
Tobias Financial Advisors
Florida
$3.52M
AWM
470
Avior Wealth Management
Nebraska
$3.5M
ACA
471
Affinity Capital Advisors
California
$3.49M
AA
472
Ancora Advisors
Ohio
$3.49M
OWM
473
Opes Wealth Management
California
$3.47M
CSP
474
Cary Street Partners
Virginia
$3.46M
SW
475
Simplicity Wealth
New Jersey
$3.43M