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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
Eagle Capital Management (New York)
701
Eagle Capital Management (New York)
New York
$1.66M
NPT
702
National Philanthropic Trust
Pennsylvania
$1.65M
UB
703
Umpqua Bank
Oregon
$1.64M
HI
704
Harbour Investments
Wisconsin
$1.64M
KFI
705
Key Financial Inc
Pennsylvania
$1.64M
PP
706
Prosperity Planning
Missouri
$1.64M
UAG
707
United Advisor Group
Ohio
$1.63M
LNWTC
708
Laird Norton Wetherby Trust Company
Washington
$1.62M
MAM
709
MMA Asset Management
Pennsylvania
$1.61M
LWCFA
710
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.61M
FDG
711
Financial Discovery Group
Georgia
$1.59M
CPA
712
Cardiff Park Advisors
California
$1.59M
CWM
713
Cooke Wealth Management
California
$1.58M
GGS
714
Galvin Gaustad & Stein
Arizona
$1.58M
FTS
715
Fifth Third Securities
Ohio
$1.57M
KWS
716
Keystone Wealth Services
California
$1.57M
PA
717
Pinnacle Associates
New York
$1.57M
SC
718
SouthState Corp
Florida
$1.56M
CCM
719
Cambridge Capital Management
Illinois
$1.56M
BGAI
720
Bruce G. Allen Investments
Colorado
$1.56M
LA
721
Legacy Advisors
Pennsylvania
$1.55M
GT
722
Greenleaf Trust
Michigan
$1.53M
PFT
723
Providence First Trust
Arizona
$1.52M
EA
724
Enclave Advisors
Texas
$1.52M
OCG
725
Opus Capital Group
Ohio
$1.51M