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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
FFC
776
Frederick Financial Consultants
Maryland
$1.38M -$56.1K -256 -4%
TP
777
Tranquility Partners
Tennessee
$1.38M +$97.2K +444 +7%
VP
778
Verum Partners
North Carolina
$1.38M -$5.26K -24 -0.4%
LFG
779
Larson Financial Group
Missouri
$1.37M -$102K -468 -7%
JF
780
Jump Financial
Illinois
$1.35M +$1.39M +6,341 New
DWM
781
Dakota Wealth Management
Florida
$1.35M -$43.4K -198 -3%
MAA
782
Matrix Asset Advisors
New York
$1.35M +$219 +1 +0%
SCM
783
Smead Capital Management
Arizona
$1.34M +$410K +1,872 +43%
WIA
784
Wetzel Investment Advisors
Indiana
$1.33M -$16.9K -77 -1%
T. Rowe Price Associates
785
T. Rowe Price Associates
Maryland
$1.33M +$648K +2,960 +91%
SMBT
786
Southern Michigan Bank & Trust
Michigan
$1.33M +$1.36M +6,227 New
HPA
787
High Probability Advisors
New York
$1.33M -$75.1K -343 -5%
TBT
788
Texas Bank & Trust
Texas
$1.32M
TWM
789
Thrive Wealth Management
Pennsylvania
$1.31M +$38.8K +177 +3%
AWA
790
Asempa Wealth Advisors
Louisiana
$1.31M -$1.05M -4,792 -44%
CWA
791
Crusonia Wealth Advisors
Colorado
$1.3M -$12K -55 -0.9%
CAC
792
Certified Advisory Corp
Florida
$1.3M -$26.5K -121 -2%
TCWA
793
Turtle Creek Wealth Advisors
Texas
$1.3M -$462K -2,110 -26%
SFA
794
Seneca Financial Advisors
New York
$1.3M +$876 +4 +0.1%
TWP
795
TFO Wealth Partners
Ohio
$1.29M +$5.04K +23 +0.4%
WIM
796
Warwick Investment Management
Texas
$1.29M +$657 +3 +0%
WIC
797
Whitegate Investment Counselors
New Hampshire
$1.29M -$76.6K -350 -5%
BWL
798
Bogart Wealth LLC
Virginia
$1.28M +$281K +1,284 +27%
TCOTS
799
Trust Company of the South
North Carolina
$1.28M
AWA
800
Amplius Wealth Advisors
Pennsylvania
$1.28M -$57.6K -263 -4%