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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
EWM
601
Evercore Wealth Management
New York
$2.22M
Legal & General Group
602
Legal & General Group
United Kingdom
$2.22M
FFO
603
Fiduciary Family Office
Florida
$2.22M
IF
604
Intrua Financial
Texas
$2.21M
BCM
605
Brookstone Capital Management
Illinois
$2.21M
EAN
606
Excelsior Advisor Network
Colorado
$2.21M
GHA
607
Granite Harbor Advisors
Texas
$2.2M
CW
608
CreativeOne Wealth
Kansas
$2.2M
HWM
609
Horizon Wealth Management
Illinois
$2.2M
IFPG
610
Intrepid Financial Planning Group
Indiana
$2.19M
AF
611
Affiance Financial
Minnesota
$2.19M
MCM
612
Mattern Capital Management
Colorado
$2.19M
JA
613
JVL Associates
Michigan
$2.18M
BAH
614
Beacon Advisors Holdings
Texas
$2.18M
NC
615
NovaPoint Capital
Georgia
$2.18M
NAAA
616
New Age Alpha Advisors
New York
$2.18M
ARG
617
Advisory Resource Group
Oklahoma
$2.17M
NIM
618
Northeast Investment Management
Massachusetts
$2.16M
EPW
619
Evolve Private Wealth
California
$2.15M
BDFN
620
Bond & Devick Financial Network
Minnesota
$2.15M
CWMP
621
Clarion Wealth Managment Partners
Virginia
$2.15M
CCM
622
Cullen Capital Management
New York
$2.14M
CAG
623
Curtis Advisory Group
California
$2.14M
TA
624
Tactive Advisors
Florida
$2.14M
WFA
625
WestHill Financial Advisors
California
$2.13M