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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
AW
851
Alteri Wealth
California
$1.14M -$40.3K -184 -3%
BWA
852
BlueChip Wealth Advisors
Georgia
$1.14M +$44.2K +202 +4%
CWAF
853
Core Wealth Advisors (Florida)
Florida
$1.14M
SFPG
854
Stonebridge Financial Planning Group
Florida
$1.14M +$876 +4 +0.1%
CTA
855
Chesley Taft & Associates
Illinois
$1.14M
CWM
856
Cornerstone Wealth Management
Missouri
$1.14M -$37.9K -173 -3%
EI
857
Ellevest Inc
New York
$1.13M +$30.4K +139 +3%
LF
858
Lantz Financial
Illinois
$1.13M -$581K -2,652 -33%
FFO
859
Fortitude Family Office
Arizona
$1.13M
HSWS
860
Higgins & Schmidt Wealth Strategies
Colorado
$1.13M +$132K +603 +13%
YP
861
YANKCOM Partnership
South Dakota
$1.12M
PI
862
PFG Investments
New York
$1.12M -$64.4K -294 -5%
IAG
863
Investmark Advisory Group
Connecticut
$1.12M +$2.41K +11 +0.2%
JWM
864
JP Wealth Management
South Carolina
$1.11M
PS
865
Principal Securities
Iowa
$1.11M +$535K +2,443 +88%
RA
866
Rodgers & Associates
Pennsylvania
$1.11M +$30K +137 +3%
XT
867
XTX Topco
Cayman Islands
$1.11M +$1.14M +5,200 New
VEM
868
Vann Equity Management
Texas
$1.11M +$1.14M +5,196 New
BSSFA
869
Baron Silver Stevens Financial Advisors
Florida
$1.11M -$573K -2,617 -34%
SHJ
870
Sharkey, Howes & Javer
Colorado
$1.11M +$1.53K +7 +0.1%
AHC
871
Anderson Hoagland & Co
Missouri
$1.11M
ZF
872
Zhang Financial
Michigan
$1.1M +$201K +918 +22%
BF
873
Bonfire Financial
Colorado
$1.1M +$4.38K +20 +0.4%
BWP
874
BSW Wealth Partners
Colorado
$1.1M
CTC
875
Central Trust Company
Missouri
$1.09M -$30.2K -138 -3%