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iShares Russell 1000 Value ETF

1,894 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 134 funds opening new positions, 582 increasing their positions, 702 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 134 | Existing positions closed: 104

0.45% less ownership

Funds ownership: 82.79%82.34% (-0.45%)

1% less funds holding

Funds holding: 1,9041,894 (-10)

1% less capital invested

Capital invested by funds: $58B → $57.2B (-$777M)

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
1,894
Holders Change
-10
Holders Change %
-0.53%
% of All Funds
23.33%
Holding in Top 10
101
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-6.48%
% of All Funds
1.24%
New
134
Increased
582
Reduced
702
Closed
104
Calls
$117M
Puts
$298M
Net Calls
-$181M
Net Calls Change
+$446M
Name Holding Trade Value Shares
Change
Change in
Stake
CT
751
Colonial Trust
South Carolina
$1.45M -$24.7K -113 -2%
AFA
752
American Financial Advisors
Georgia
$1.45M +$1.31K +6 +0.1%
TCBWMS
753
Texas Capital Bank Wealth Management Services
Texas
$1.45M -$12.3K -56 -0.8%
GC
754
Garde Capital
Washington
$1.45M
FHB
755
First Hawaiian Bank
Hawaii
$1.45M
CIA
756
Capital Investment Advisors
Georgia
$1.44M +$80.2K +366 +6%
HIP
757
HUB Investment Partners
Texas
$1.43M +$332K +1,517 +29%
CWA
758
Cascade Wealth Advisors
Washington
$1.43M
KF
759
Krilogy Financial
Missouri
$1.43M +$876 +4 +0.1%
MSWMA
760
Market Street Wealth Management Advisors
Indiana
$1.43M -$31.5K -144 -2%
GWANC
761
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.42M -$438 -2 -0%
B
762
Bensler
Washington
$1.42M -$248K -1,133 -15%
ML
763
McAdam LLC
Pennsylvania
$1.42M -$389K -1,777 -21%
ADL
764
Asset Dedication LLC
California
$1.42M -$214K -978 -13%
NG
765
Northstar Group
New York
$1.42M +$657 +3 +0%
MWM
766
Mascoma Wealth Management
New Hampshire
$1.41M +$153K +700 +12%
BCM
767
Becker Capital Management
Oregon
$1.4M -$1.62M -7,379 -53%
EWA
768
Exencial Wealth Advisors
Oklahoma
$1.4M -$2.19K -10 -0.2%
FMWA
769
Forvis Mazars Wealth Advisors
Missouri
$1.4M -$11.8K -54 -0.8%
BFS
770
Bradley Foster & Sargent
Connecticut
$1.39M -$24.1K -110 -2%
HW
771
HORAN Wealth
Ohio
$1.39M +$723K +3,303 +100%
V
772
VeraBank
Texas
$1.39M
EFG
773
Ethos Financial Group
Pennsylvania
$1.39M -$28.9K -132 -2%
CWA
774
Canvas Wealth Advisors
Kansas
$1.38M
B
775
Bailard
California
$1.38M