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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
SIA
801
SkyView Investment Advisors
New Jersey
$1.28M
PCS
802
Personal CFO Solutions
New Jersey
$1.27M
SIC
803
Sigma Investment Counselors
Michigan
$1.26M
WF
804
Welch & Forbes
Massachusetts
$1.26M
MWM
805
Meridian Wealth Management
Kentucky
$1.26M
BAM
806
Belpointe Asset Management
Nevada
$1.25M
CA
807
Capital Advantage
California
$1.25M
QCM
808
QRG Capital Management
Illinois
$1.25M
EWA
809
Encompass Wealth Advisors
Oregon
$1.24M
KFP
810
KMG Fiduciary Partners
Ohio
$1.24M
MWM
811
Modern Wealth Management
Kansas
$1.24M
CIA
812
Choate Investment Advisors
Massachusetts
$1.24M
CRC
813
Curi RMB Capital
Illinois
$1.24M
AF
814
Apollon Financial
South Carolina
$1.23M
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
BCA
818
Bay Colony Advisors
Massachusetts
$1.22M
MC
819
Middleton & Co
Massachusetts
$1.22M
Russell Investments Group
820
Russell Investments Group
United Kingdom
$1.22M
SWM
821
Sendero Wealth Management
Texas
$1.22M
SFGM
822
Stonebridge Financial Group (Missouri)
Missouri
$1.22M
WA
823
Walsh & Associates
Florida
$1.21M
NAMI
824
Nomura Asset Management International
Pennsylvania
$1.21M
CLIP
825
Colter Lewis Investment Partners
Connecticut
$1.21M