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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
BWM
651
BigSur Wealth Management
Florida
$2.01M
EWA
652
EverSource Wealth Advisors
Alabama
$2.01M
CC
653
Clearwave Capital
California
$1.99M
MSWM
654
McGlone Suttner Wealth Management
Wisconsin
$1.99M
GWM
655
Geneos Wealth Management
Colorado
$1.99M
BCWM
656
Bartlett & Co Wealth Management
Ohio
$1.98M
BFA
657
Benedict Financial Advisors
Georgia
$1.98M
USCWA
658
U.S. Capital Wealth Advisors
Texas
$1.97M
TNA
659
True North Advisors
Texas
$1.96M
Deutsche Bank
660
Deutsche Bank
Germany
$1.96M
DC
661
Davenport & Co
Virginia
$1.94M
TAM
662
Titleist Asset Management
Texas
$1.93M
IA
663
IFC Advisors
California
$1.92M
NLP
664
Next Level Private
New York
$1.92M
IIL
665
Insight Inv LLC
California
$1.92M
ML
666
Mayport LLC
Massachusetts
$1.9M
DACS
667
Dymon Asia Capital (Singapore)
Singapore
$1.9M
CAAS
668
Capital Asset Advisory Services
Michigan
$1.9M
PFM
669
Phillips Financial Management
Indiana
$1.89M
BWP
670
Burling Wealth Partners
Illinois
$1.89M
CWM
671
Calamos Wealth Management
Illinois
$1.88M
Calamos Advisors
672
Calamos Advisors
Illinois
$1.88M
CAG
673
Centerpoint Advisory Group
Kansas
$1.88M
LGG
674
Luts & Greenleigh Group
Maryland
$1.87M
VWM
675
Vigil Wealth Management
Florida
$1.87M