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iShares Russell 1000 Value ETF

1,874 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, 577 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: 577 | Existing positions reduced: 694

61% less call options, than puts

Call options by funds: $117M | Put options by funds: $298M

Holders
1,874
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
DWM
626
Diversify Wealth Management
Utah
$2.07M
VFP
627
Verus Financial Partners
Virginia
$2.07M
KWA
628
Kingswood Wealth Advisors
California
$2.07M
KCM
629
Kanawha Capital Management
Virginia
$2.06M
FDCP
630
Foster Dykema Cabot & Partners
Massachusetts
$2.06M
STA
631
Summit Trail Advisors
New York
$2.06M
LI
632
LRI Investments
Florida
$2.06M
QWP
633
Quotient Wealth Partners
Texas
$2.06M
I
634
InvesTrust
Oklahoma
$2.05M
SC
635
Steph & Co
Wisconsin
$2.04M
WLPWM
636
Walled Lake Planning & Wealth Management
Illinois
$2.03M
VCP
637
Vista Capital Partners
Oregon
$2.03M
RLWM
638
RF&L Wealth Management
Massachusetts
$2.02M
GA
639
GFS Advisors
Texas
$2.02M
LFAS
640
Level Four Advisory Services
Texas
$2.01M
SWA
641
Sax Wealth Advisors
New Jersey
$2.01M
BWM
642
BigSur Wealth Management
Florida
$2.01M
EWA
643
EverSource Wealth Advisors
Alabama
$2.01M
CC
644
Clearwave Capital
California
$1.99M
MSWM
645
McGlone Suttner Wealth Management
Wisconsin
$1.99M
GWM
646
Geneos Wealth Management
Colorado
$1.99M
BCWM
647
Bartlett & Co Wealth Management
Ohio
$1.98M
BFA
648
Benedict Financial Advisors
Georgia
$1.98M
USCWA
649
U.S. Capital Wealth Advisors
Texas
$1.97M
TNA
650
True North Advisors
Texas
$1.96M