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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
TDWM
476
Topel & Distasi Wealth Management
California
$3.35M
ACIM
477
Azimuth Capital Investment Management
Michigan
$3.34M
PPWP
478
Premier Path Wealth Partners
New Jersey
$3.34M
ACA
479
Anchor Capital Advisors
Massachusetts
$3.34M
CB
480
Centennial Bank
Arkansas
$3.33M
AWM
481
Apollon Wealth Management
South Carolina
$3.33M
AI
482
Accredited Investors
Minnesota
$3.3M
CIM
483
Cambria Investment Management
California
$3.29M
ZBNA
484
Zions Bancorporation, National Association
Utah
$3.28M
MFG
485
Magnus Financial Group
New York
$3.26M
CCM
486
Colorado Capital Management
Colorado
$3.26M
FA
487
Flagstar Advisors
New York
$3.2M
AWM
488
AE Wealth Management
Kansas
$3.18M
NAM
489
NTV Asset Management
West Virginia
$3.18M
MCM
490
Mainstream Capital Management
California
$3.17M
WWA
491
WCG Wealth Advisors
Nevada
$3.17M
PFA
492
Pathway Financial Advisors
Vermont
$3.16M
SWA
493
Strategic Wealth Advisors
Arizona
$3.16M
QWM
494
Quadcap Wealth Management
Texas
$3.14M
BTW
495
Boston Trust Walden
Massachusetts
$3.13M
BIS
496
BG Investment Services
Guam
$3.12M
VCA
497
Verdence Capital Advisors
Maryland
$3.11M
CWM
498
ClientFirst Wealth Management
Arkansas
$3.09M
GJWM
499
Gilliland Jeter Wealth Management
Arkansas
$3.09M
EWM
500
EPG Wealth Management
Georgia
$3.08M