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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
SFS
626
Summit Financial Strategies
Ohio
$2.13M
APP
627
Avantax Planning Partners
Iowa
$2.12M
RIA
628
Regal Investment Advisors
Michigan
$2.12M
YIH
629
Y-Intercept (HK)
Hong Kong
$2.11M
LDB
630
Lee, Danner & Bass
Tennessee
$2.09M
EPA
631
Element Pointe Advisors
Florida
$2.09M
TPI
632
Trust Point Inc
Wisconsin
$2.08M
GJIA
633
Glass Jacobson Investment Advisors
Maryland
$2.08M
CCM
634
Coldstream Capital Management
Washington
$2.07M
DWM
635
Diversify Wealth Management
Utah
$2.07M
VFP
636
Verus Financial Partners
Virginia
$2.07M
KWA
637
Kingswood Wealth Advisors
California
$2.07M
KCM
638
Kanawha Capital Management
Virginia
$2.06M
FDCP
639
Foster Dykema Cabot & Partners
Massachusetts
$2.06M
STA
640
Summit Trail Advisors
New York
$2.06M
LI
641
LRI Investments
Florida
$2.06M
QWP
642
Quotient Wealth Partners
Texas
$2.06M
I
643
InvesTrust
Oklahoma
$2.05M
SC
644
Steph & Co
Wisconsin
$2.04M
WLPWM
645
Walled Lake Planning & Wealth Management
Illinois
$2.03M
VCP
646
Vista Capital Partners
Oregon
$2.03M
RLWM
647
RF&L Wealth Management
Massachusetts
$2.02M
GA
648
GFS Advisors
Texas
$2.02M
LFAS
649
Level Four Advisory Services
Texas
$2.01M
SWA
650
Sax Wealth Advisors
New Jersey
$2.01M