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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
AW
851
Alteri Wealth
California
$1.14M
BWA
852
BlueChip Wealth Advisors
Georgia
$1.14M
CWAF
853
Core Wealth Advisors (Florida)
Florida
$1.14M
SFPG
854
Stonebridge Financial Planning Group
Florida
$1.14M
CTA
855
Chesley Taft & Associates
Illinois
$1.14M
CWM
856
Cornerstone Wealth Management
Missouri
$1.14M
EI
857
Ellevest Inc
New York
$1.13M
LF
858
Lantz Financial
Illinois
$1.13M
FFO
859
Fortitude Family Office
Arizona
$1.13M
HSWS
860
Higgins & Schmidt Wealth Strategies
Colorado
$1.13M
YP
861
YANKCOM Partnership
South Dakota
$1.12M
PI
862
PFG Investments
New York
$1.12M
IAG
863
Investmark Advisory Group
Connecticut
$1.12M
JWM
864
JP Wealth Management
South Carolina
$1.11M
PS
865
Principal Securities
Iowa
$1.11M
RA
866
Rodgers & Associates
Pennsylvania
$1.11M
XT
867
XTX Topco
Cayman Islands
$1.11M
VEM
868
Vann Equity Management
Texas
$1.11M
BSSFA
869
Baron Silver Stevens Financial Advisors
Florida
$1.11M
SHJ
870
Sharkey, Howes & Javer
Colorado
$1.11M
AHC
871
Anderson Hoagland & Co
Missouri
$1.11M
ZF
872
Zhang Financial
Michigan
$1.1M
BF
873
Bonfire Financial
Colorado
$1.1M
BWP
874
BSW Wealth Partners
Colorado
$1.1M
CTC
875
Central Trust Company
Missouri
$1.09M