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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
GWANC
751
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.42M
B
752
Bensler
Washington
$1.42M
ML
753
McAdam LLC
Pennsylvania
$1.42M
NG
754
Northstar Group
New York
$1.42M
MWM
755
Mascoma Wealth Management
New Hampshire
$1.41M
BCM
756
Becker Capital Management
Oregon
$1.4M
EWA
757
Exencial Wealth Advisors
Oklahoma
$1.4M
FMWA
758
Forvis Mazars Wealth Advisors
Missouri
$1.4M
BFS
759
Bradley Foster & Sargent
Connecticut
$1.39M
HW
760
HORAN Wealth
Ohio
$1.39M
V
761
VeraBank
Texas
$1.39M
EFG
762
Ethos Financial Group
Pennsylvania
$1.39M
CWA
763
Canvas Wealth Advisors
Kansas
$1.38M
B
764
Bailard
California
$1.38M
FFC
765
Frederick Financial Consultants
Maryland
$1.38M
TP
766
Tranquility Partners
Tennessee
$1.38M
VP
767
Verum Partners
North Carolina
$1.38M
LFG
768
Larson Financial Group
Missouri
$1.37M
JF
769
Jump Financial
Illinois
$1.35M
DWM
770
Dakota Wealth Management
Florida
$1.35M
MAA
771
Matrix Asset Advisors
New York
$1.35M
SCM
772
Smead Capital Management
Arizona
$1.34M
WIA
773
Wetzel Investment Advisors
Indiana
$1.33M
T. Rowe Price Associates
774
T. Rowe Price Associates
Maryland
$1.33M
SMBT
775
Southern Michigan Bank & Trust
Michigan
$1.33M