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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
IFPG
601
Intrepid Financial Planning Group
Indiana
$2.19M
AF
602
Affiance Financial
Minnesota
$2.19M
MCM
603
Mattern Capital Management
Colorado
$2.19M
JA
604
JVL Associates
Michigan
$2.18M
BAH
605
Beacon Advisors Holdings
Texas
$2.18M
NC
606
NovaPoint Capital
Georgia
$2.18M
NAAA
607
New Age Alpha Advisors
New York
$2.18M
ARG
608
Advisory Resource Group
Oklahoma
$2.17M
NIM
609
Northeast Investment Management
Massachusetts
$2.16M
EPW
610
Evolve Private Wealth
California
$2.15M
BDFN
611
Bond & Devick Financial Network
Minnesota
$2.15M
CWMP
612
Clarion Wealth Managment Partners
Virginia
$2.15M
CCM
613
Cullen Capital Management
New York
$2.14M
CAG
614
Curtis Advisory Group
California
$2.14M
TA
615
Tactive Advisors
Florida
$2.14M
WFA
616
WestHill Financial Advisors
California
$2.13M
SFS
617
Summit Financial Strategies
Ohio
$2.13M
APP
618
Avantax Planning Partners
Iowa
$2.12M
RIA
619
Regal Investment Advisors
Michigan
$2.12M
YIH
620
Y-Intercept (HK)
Hong Kong
$2.11M
LDB
621
Lee, Danner & Bass
Tennessee
$2.09M
EPA
622
Element Pointe Advisors
Florida
$2.09M
TPI
623
Trust Point Inc
Wisconsin
$2.08M
GJIA
624
Glass Jacobson Investment Advisors
Maryland
$2.08M
CCM
625
Coldstream Capital Management
Washington
$2.07M