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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
CFS
826
CRA Financial Services
New Jersey
$1.17M
PGWM
827
Parisi Gray Wealth Management
New Jersey
$1.16M
ECM
828
Evergreen Capital Management
Washington
$1.16M
GSEP
829
Golden State Equity Partners
California
$1.16M
TWA
830
TCI Wealth Advisors
Arizona
$1.15M
BA
831
Blueline Advisors
New Hampshire
$1.15M
VF
832
Vawter Financial
Ohio
$1.15M
FPW
833
Fairvoy Private Wealth
Alabama
$1.15M
BA
834
Bridgewater Advisors
New York
$1.15M
BFC
835
Bedel Financial Consulting
Indiana
$1.15M
AC
836
AlphaCore Capital
California
$1.15M
ATC
837
Adirondack Trust Company
New York
$1.15M
RHIG
838
R.H. Investment Group
Arizona
$1.15M
SCA
839
STALEY CAPITAL ADVISERS
Pennsylvania
$1.14M
AW
840
Alteri Wealth
California
$1.14M
BWA
841
BlueChip Wealth Advisors
Georgia
$1.14M
CWAF
842
Core Wealth Advisors (Florida)
Florida
$1.14M
SFPG
843
Stonebridge Financial Planning Group
Florida
$1.14M
CTA
844
Chesley Taft & Associates
Illinois
$1.14M
CWM
845
Cornerstone Wealth Management
Missouri
$1.14M
EI
846
Ellevest Inc
New York
$1.13M
LF
847
Lantz Financial
Illinois
$1.13M
FFO
848
Fortitude Family Office
Arizona
$1.13M
HSWS
849
Higgins & Schmidt Wealth Strategies
Colorado
$1.13M
YP
850
YANKCOM Partnership
South Dakota
$1.12M