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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
HPA
776
High Probability Advisors
New York
$1.33M
TBT
777
Texas Bank & Trust
Texas
$1.32M
TWM
778
Thrive Wealth Management
Pennsylvania
$1.31M
AWA
779
Asempa Wealth Advisors
Louisiana
$1.31M
CWA
780
Crusonia Wealth Advisors
Colorado
$1.3M
CAC
781
Certified Advisory Corp
Florida
$1.3M
TCWA
782
Turtle Creek Wealth Advisors
Texas
$1.3M
SFA
783
Seneca Financial Advisors
New York
$1.3M
TWP
784
TFO Wealth Partners
Ohio
$1.29M
WIM
785
Warwick Investment Management
Texas
$1.29M
WIC
786
Whitegate Investment Counselors
New Hampshire
$1.29M
BWL
787
Bogart Wealth LLC
Virginia
$1.28M
TCOTS
788
Trust Company of the South
North Carolina
$1.28M
AWA
789
Amplius Wealth Advisors
Pennsylvania
$1.28M
SIA
790
SkyView Investment Advisors
New Jersey
$1.28M
PCS
791
Personal CFO Solutions
New Jersey
$1.27M
SIC
792
Sigma Investment Counselors
Michigan
$1.26M
WF
793
Welch & Forbes
Massachusetts
$1.26M
MWM
794
Meridian Wealth Management
Kentucky
$1.26M
BAM
795
Belpointe Asset Management
Nevada
$1.25M
CA
796
Capital Advantage
California
$1.25M
QCM
797
QRG Capital Management
Illinois
$1.25M
EWA
798
Encompass Wealth Advisors
Oregon
$1.24M
KFP
799
KMG Fiduciary Partners
Ohio
$1.24M
MWM
800
Modern Wealth Management
Kansas
$1.24M