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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
CT
751
Colonial Trust
South Carolina
$1.45M
AFA
752
American Financial Advisors
Georgia
$1.45M
TCBWMS
753
Texas Capital Bank Wealth Management Services
Texas
$1.45M
GC
754
Garde Capital
Washington
$1.45M
FHB
755
First Hawaiian Bank
Hawaii
$1.45M
CIA
756
Capital Investment Advisors
Georgia
$1.44M
HIP
757
HUB Investment Partners
Texas
$1.43M
CWA
758
Cascade Wealth Advisors
Washington
$1.43M
KF
759
Krilogy Financial
Missouri
$1.43M
MSWMA
760
Market Street Wealth Management Advisors
Indiana
$1.43M
GWANC
761
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.42M
B
762
Bensler
Washington
$1.42M
ML
763
McAdam LLC
Pennsylvania
$1.42M
ADL
764
Asset Dedication LLC
California
$1.42M
NG
765
Northstar Group
New York
$1.42M
MWM
766
Mascoma Wealth Management
New Hampshire
$1.41M
BCM
767
Becker Capital Management
Oregon
$1.4M
EWA
768
Exencial Wealth Advisors
Oklahoma
$1.4M
FMWA
769
Forvis Mazars Wealth Advisors
Missouri
$1.4M
BFS
770
Bradley Foster & Sargent
Connecticut
$1.39M
HW
771
HORAN Wealth
Ohio
$1.39M
V
772
VeraBank
Texas
$1.39M
EFG
773
Ethos Financial Group
Pennsylvania
$1.39M
CWA
774
Canvas Wealth Advisors
Kansas
$1.38M
B
775
Bailard
California
$1.38M