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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
AIM
701
Anchor Investment Management
South Carolina
$1.69M
BWMG
702
Bannerman Wealth Management Group
Texas
$1.68M
GWWM
703
Great Waters Wealth Management
Minnesota
$1.68M
FT
704
Fiduciary Trust
Massachusetts
$1.67M
NJIM
705
Nabity-Jensen Investment Management
Nebraska
$1.67M
JPG
706
Jordan Park Group
California
$1.67M
BFG
707
Beacon Financial Group
Texas
$1.67M
BC
708
Barrett & Company
Rhode Island
$1.66M
BCV
709
Banque Cantonale Vaudoise
Switzerland
$1.66M
Qube Research & Technologies (QRT)
710
Qube Research & Technologies (QRT)
United Kingdom
$1.66M
Eagle Capital Management (New York)
711
Eagle Capital Management (New York)
New York
$1.66M
NPT
712
National Philanthropic Trust
Pennsylvania
$1.65M
UB
713
Umpqua Bank
Oregon
$1.64M
HI
714
Harbour Investments
Wisconsin
$1.64M
KFI
715
Key Financial Inc
Pennsylvania
$1.64M
PP
716
Prosperity Planning
Missouri
$1.64M
UAG
717
United Advisor Group
Ohio
$1.63M
LNWTC
718
Laird Norton Wetherby Trust Company
Washington
$1.62M
MAM
719
MMA Asset Management
Pennsylvania
$1.61M
LWCFA
720
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.61M
FDG
721
Financial Discovery Group
Georgia
$1.59M
CPA
722
Cardiff Park Advisors
California
$1.59M
CWM
723
Cooke Wealth Management
California
$1.58M
GGS
724
Galvin Gaustad & Stein
Arizona
$1.58M
FTS
725
Fifth Third Securities
Ohio
$1.57M