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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
MWP
676
MYCIO Wealth Partners
Pennsylvania
$1.86M
AO
677
Advisor OS
Illinois
$1.85M
CPA
678
Capital Performance Advisors
California
$1.85M
ITIM
679
Indiana Trust & Investment Management
Indiana
$1.83M
BI
680
Breachway Investments
Rhode Island
$1.82M
AAS
681
Ameritas Advisory Services
Nebraska
$1.82M
RWM
682
RKL Wealth Management
Pennsylvania
$1.81M
IB
683
Intrust Bank
Kansas
$1.79M
SCI
684
Stableford Capital II
Arizona
$1.79M
DK
685
David Kennon
Florida
$1.79M
NFG
686
Nations Financial Group
Iowa
$1.79M
SFS
687
Security Financial Services
Indiana
$1.78M
SMA
688
Sage Mountain Advisors
Georgia
$1.78M
AT
689
American Trust
Kentucky
$1.77M
M
690
MYeCFO
California
$1.76M
EIA
691
Eldridge Investment Advisors
New Hampshire
$1.75M
GG
692
GenWealth Group
New Jersey
$1.74M
PFP
693
Paragon Financial Partners
California
$1.73M
FCH
694
Freestone Capital Holdings
Washington
$1.72M
FIA
695
Foundations Investment Advisors
Arizona
$1.72M
ACM
696
Alamar Capital Management
California
$1.72M
SVWAG
697
Sound View Wealth Advisors Group
Georgia
$1.71M
FWTB
698
First Western Trust Bank
Colorado
$1.7M
PIA
699
Perennial Investment Advisors
California
$1.7M
CG
700
Clifford Group
Massachusetts
$1.7M