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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
SWA
501
Strategic Wealth Advisors
Arizona
$3.16M
QWM
502
Quadcap Wealth Management
Texas
$3.14M
BTW
503
Boston Trust Walden
Massachusetts
$3.13M
BIS
504
BG Investment Services
Guam
$3.12M
VCA
505
Verdence Capital Advisors
Maryland
$3.11M
CWM
506
ClientFirst Wealth Management
Arkansas
$3.09M
GJWM
507
Gilliland Jeter Wealth Management
Arkansas
$3.09M
EWM
508
EPG Wealth Management
Georgia
$3.08M
EWM
509
Evermay Wealth Management
Virginia
$3.07M
IAA
510
Ironsides Asset Advisors
North Carolina
$3.07M
DWP
511
Destiny Wealth Partners
Florida
$3.05M
AGP
512
Autumn Glory Partners
Texas
$3.05M
RA
513
RFG Advisory
Alabama
$3.04M
SWA
514
SOA Wealth Advisors
New York
$3.02M
CWM
515
Castle Wealth Management
Florida
$3.02M
DIA
516
Dana Investment Advisors
Wisconsin
$2.99M
EAM
517
Evanson Asset Management
California
$2.98M
SC
518
Sapient Capital
Indiana
$2.97M
SB
519
SIG Brokerage
New York
$2.97M
Fisher Asset Management
520
Fisher Asset Management
Washington
$2.95M
ES
521
Eagle Strategies
New York
$2.93M
PGFC
522
Peapack-Gladstone Financial Corp
New Jersey
$2.9M
CC
523
Courier Capital
New York
$2.89M
AWP
524
Ascent Wealth Partners
New York
$2.89M
SC
525
Summa Corp
Texas
$2.86M