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iShares Russell 1000 Value ETF

1,873 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
1,873
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
CA
576
CGN Advisors
Kansas
$2.33M
PF
577
PlanVest Financial
Maryland
$2.32M
SCTC
578
Sanibel Captiva Trust Company
Florida
$2.32M
WDG
579
Wealth Dimensions Group
Ohio
$2.3M
EW
580
Evoke Wealth
California
$2.29M
PTC
581
Private Trust Company
Ohio
$2.29M
Capital International Investors
582
Capital International Investors
California
$2.27M
MWA
583
Monograph Wealth Advisors
California
$2.27M
SPC
584
Spirepoint Private Client
Florida
$2.26M
IP
585
Indivisible Partners
Florida
$2.26M
LCOV
586
London Company of Virginia
Virginia
$2.26M
ITG
587
Index Technologies Group
New York
$2.25M
CWA
588
CJM Wealth Advisers
Virginia
$2.25M
IC
589
Iconiq Capital
California
$2.24M
MCM
590
Manchester Capital Management
Vermont
$2.23M
EIP
591
Epoch Investment Partners
New York
$2.23M
EWM
592
Evercore Wealth Management
New York
$2.22M
Legal & General Group
593
Legal & General Group
United Kingdom
$2.22M
FFO
594
Fiduciary Family Office
Florida
$2.22M
IF
595
Intrua Financial
Texas
$2.21M
BCM
596
Brookstone Capital Management
Illinois
$2.21M
EAN
597
Excelsior Advisor Network
Colorado
$2.21M
GHA
598
Granite Harbor Advisors
Texas
$2.2M
CW
599
CreativeOne Wealth
Kansas
$2.2M
HWM
600
Horizon Wealth Management
Illinois
$2.2M