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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
CHC
876
City Holding Co
West Virginia
$1.09M -$19.5K -89 -2%
IAIM
877
International Assets Investment Management
Florida
$1.09M -$314K -1,432 -22%
SPC
878
Sigma Planning Corp
Michigan
$1.09M +$41.6K +190 +4%
TCM
879
Tassel Capital Management
North Carolina
$1.08M +$4.38K +20 +0.4%
SCI
880
S&CO Inc
Massachusetts
$1.08M
EWM
881
Elmwood Wealth Management
California
$1.08M +$117K +535 +12%
VCM
882
Virtue Capital Management
Tennessee
$1.07M +$372K +1,700 +50%
BFA
883
Beaumont Financial Advisors
Massachusetts
$1.06M +$1.31K +6 +0.1%
VPIM
884
Vanguard Personalized Indexing Management
California
$1.06M +$747K +3,411 +219%
HC
885
Hoese & Co
Minnesota
$1.06M
FA
886
Fiducient Advisors
Illinois
$1.06M -$21K -96 -2%
NF
887
Nvest Financial
New Hampshire
$1.06M +$22.8K +104 +2%
RFP
888
Root Financial Partners
California
$1.05M +$55.2K +252 +5%
KCM
889
Kornitzer Capital Management
Kansas
$1.05M -$47.1K -215 -4%
SCM
890
Sidoxia Capital Management
California
$1.05M +$1.08M +4,921 New
AA
891
Armis Advisers
Georgia
$1.04M +$136K +621 +16%
SP
892
Symmetry Partners
Connecticut
$1.04M -$8.76K -40 -0.8%
HAG
893
HighPoint Advisor Group
Illinois
$1.03M -$69.2K -316 -6%
WWP
894
Wise Wealth Partners
Arizona
$1.03M +$4.38K +20 +0.4%
TFGT
895
TS Financial Group (TSFG)
Illinois
$1.03M +$7.01K +32 +0.7%
PPC
896
Park Place Capital
Alabama
$1.03M -$1.1M -5,030 -51%
RVM
897
Robinson Value Management
Texas
$1.02M +$42K +192 +4%
HP
898
Holistic Planning
Texas
$1.02M -$58.7K -268 -5%
IFG
899
Independent Financial Group
California
$1.01M +$2.19K +10 +0.2%
BHBT
900
Burke & Herbert Bank & Trust
Virginia
$1.01M