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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
SIA
801
SkyView Investment Advisors
New Jersey
$1.28M
PCS
802
Personal CFO Solutions
New Jersey
$1.27M -$302K -1,380 -19%
SIC
803
Sigma Investment Counselors
Michigan
$1.26M -$9.86K -45 -0.8%
WF
804
Welch & Forbes
Massachusetts
$1.26M -$274K -1,250 -17%
MWM
805
Meridian Wealth Management
Kentucky
$1.26M -$10.3K -47 -0.8%
BAM
806
Belpointe Asset Management
Nevada
$1.25M -$61.5K -281 -5%
CA
807
Capital Advantage
California
$1.25M
QCM
808
QRG Capital Management
Illinois
$1.25M -$938K -4,282 -42%
EWA
809
Encompass Wealth Advisors
Oregon
$1.24M
KFP
810
KMG Fiduciary Partners
Ohio
$1.24M +$8.54K +39 +0.7%
MWM
811
Modern Wealth Management
Kansas
$1.24M +$1.26M +5,760 New
CIA
812
Choate Investment Advisors
Massachusetts
$1.24M
CRC
813
Curi RMB Capital
Illinois
$1.24M -$69K -315 -5%
AF
814
Apollon Financial
South Carolina
$1.23M -$88.5K -404 -7%
PCP
815
Proficio Capital Partners
Massachusetts
$1.23M
FFA
816
Fragasso Financial Advisors
Pennsylvania
$1.22M
FMI
817
F/M Investments
District of Columbia
$1.22M +$57.2K +261 +5%
BCA
818
Bay Colony Advisors
Massachusetts
$1.22M +$4.6K +21 +0.4%
MC
819
Middleton & Co
Massachusetts
$1.22M
Russell Investments Group
820
Russell Investments Group
United Kingdom
$1.22M -$42K -192 -3%
SWM
821
Sendero Wealth Management
Texas
$1.22M
SFGM
822
Stonebridge Financial Group (Missouri)
Missouri
$1.22M +$1.97K +9 +0.2%
WA
823
Walsh & Associates
Florida
$1.21M -$46.9K -214 -4%
NAMI
824
Nomura Asset Management International
Pennsylvania
$1.21M +$1.24M +5,668 New
CLIP
825
Colter Lewis Investment Partners
Connecticut
$1.21M +$1.24M +5,653 New