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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
EWM
501
Evermay Wealth Management
Virginia
$3.07M
IAA
502
Ironsides Asset Advisors
North Carolina
$3.07M
DWP
503
Destiny Wealth Partners
Florida
$3.05M
AGP
504
Autumn Glory Partners
Texas
$3.05M
RA
505
RFG Advisory
Alabama
$3.04M
SWA
506
SOA Wealth Advisors
New York
$3.02M
CWM
507
Castle Wealth Management
Florida
$3.02M
DIA
508
Dana Investment Advisors
Wisconsin
$2.99M
EAM
509
Evanson Asset Management
California
$2.98M
SC
510
Sapient Capital
Indiana
$2.97M
SB
511
SIG Brokerage
New York
$2.97M
Fisher Asset Management
512
Fisher Asset Management
Washington
$2.95M
ES
513
Eagle Strategies
New York
$2.93M
PGFC
514
Peapack-Gladstone Financial Corp
New Jersey
$2.9M
CC
515
Courier Capital
New York
$2.89M
AWP
516
Ascent Wealth Partners
New York
$2.89M
SC
517
Summa Corp
Texas
$2.86M
MFWP
518
Mosaic Family Wealth Partners
Missouri
$2.86M
FLPIM
519
F.L. Putnam Investment Management
Massachusetts
$2.86M
CVA
520
Central Valley Advisors
California
$2.85M
FPW
521
Flywheel Private Wealth
California
$2.84M
CWA
522
Cornerstone Wealth Advisors
Minnesota
$2.84M
FFN
523
Focus Financial Network
Minnesota
$2.83M
PWP
524
Precedent Wealth Partners
Texas
$2.82M
TAM
525
Tocqueville Asset Management
New York
$2.81M