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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
LOPW
826
Live Oak Private Wealth
North Carolina
$1.2M -$876 -4 -0.1%
SB
827
Strategic Blueprint
Georgia
$1.19M -$468K -2,135 -28%
IAG
828
Investment Advisory Group
Massachusetts
$1.19M -$104K -477 -8%
FPCP
829
Fort Point Capital Partners
California
$1.19M +$3.94K +18 +0.3%
DAS
830
Daybright Advisory Services
Florida
$1.19M +$208K +950 +21%
MA
831
MONECO Advisors
Connecticut
$1.19M +$1.09K +5 +0.1%
EW
832
Elyxium Wealth
California
$1.18M +$630K +2,876 +108%
WB
833
WesBanco Bank
West Virginia
$1.18M -$1.09K -5 -0.1%
JCM
834
Jacobi Capital Management
Pennsylvania
$1.17M -$52.6K -240 -4%
FFA
835
First Foundation Advisors
California
$1.17M +$65.5K +299 +6%
BS
836
BCI Securities
Florida
$1.17M
CFS
837
CRA Financial Services
New Jersey
$1.17M +$35.9K +164 +3%
PGWM
838
Parisi Gray Wealth Management
New Jersey
$1.16M -$14.9K -68 -1%
ECM
839
Evergreen Capital Management
Washington
$1.16M -$127K -578 -10%
GSEP
840
Golden State Equity Partners
California
$1.16M +$674K +3,078 +132%
TWA
841
TCI Wealth Advisors
Arizona
$1.15M -$20.6K -94 -2%
BA
842
Blueline Advisors
New Hampshire
$1.15M
VF
843
Vawter Financial
Ohio
$1.15M
FPW
844
Fairvoy Private Wealth
Alabama
$1.15M -$98.1K -448 -8%
BA
845
Bridgewater Advisors
New York
$1.15M +$16K +73 +2%
BFC
846
Bedel Financial Consulting
Indiana
$1.15M +$42K +192 +4%
AC
847
AlphaCore Capital
California
$1.15M -$206K -939 -15%
ATC
848
Adirondack Trust Company
New York
$1.15M -$15.1K -69 -1%
RHIG
849
R.H. Investment Group
Arizona
$1.15M +$1.13M +5,162 New
SCA
850
STALEY CAPITAL ADVISERS
Pennsylvania
$1.14M