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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
AWMS
576
Advocacy Wealth Management Services
Georgia
$2.39M
FFM
577
Forum Financial Management
Illinois
$2.38M
CWP
578
Cyndeo Wealth Partners
Florida
$2.36M
IAS
579
Insigneo Advisory Services
Florida
$2.36M
ASC
580
Atalanta Sosnoff Capital
New York
$2.36M
Capital World Investors
581
Capital World Investors
California
$2.35M
GI
582
GAMCO Investors
Connecticut
$2.35M
WS
583
Wedbush Securities
California
$2.35M
CA
584
CGN Advisors
Kansas
$2.33M
PF
585
PlanVest Financial
Maryland
$2.32M
SCTC
586
Sanibel Captiva Trust Company
Florida
$2.32M
WDG
587
Wealth Dimensions Group
Ohio
$2.3M
EW
588
Evoke Wealth
California
$2.29M
PTC
589
Private Trust Company
Ohio
$2.29M
Capital International Investors
590
Capital International Investors
California
$2.27M
MWA
591
Monograph Wealth Advisors
California
$2.27M
SPC
592
Spirepoint Private Client
Florida
$2.26M
FWP
593
FAS Wealth Partners
Kansas
$2.26M
IP
594
Indivisible Partners
Florida
$2.26M
LCOV
595
London Company of Virginia
Virginia
$2.26M
ITG
596
Index Technologies Group
New York
$2.25M
CWA
597
CJM Wealth Advisers
Virginia
$2.25M
IC
598
Iconiq Capital
California
$2.24M
MCM
599
Manchester Capital Management
Vermont
$2.23M
EIP
600
Epoch Investment Partners
New York
$2.23M