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iShares Russell 1000 Value ETF

1,875 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, 578 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: 578 | Existing positions reduced: 694

61% less call options, than puts

Call options by funds: $117M | Put options by funds: $298M

Holders
1,875
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
NF
876
Nvest Financial
New Hampshire
$1.06M
RFP
877
Root Financial Partners
California
$1.05M
KCM
878
Kornitzer Capital Management
Kansas
$1.05M
SCM
879
Sidoxia Capital Management
California
$1.05M
AA
880
Armis Advisers
Georgia
$1.04M
SP
881
Symmetry Partners
Connecticut
$1.04M
HAG
882
HighPoint Advisor Group
Illinois
$1.03M
WWP
883
Wise Wealth Partners
Arizona
$1.03M
TFGT
884
TS Financial Group (TSFG)
Illinois
$1.03M
PPC
885
Park Place Capital
Alabama
$1.03M
RVM
886
Robinson Value Management
Texas
$1.02M
HP
887
Holistic Planning
Texas
$1.02M
IFG
888
Independent Financial Group
California
$1.01M
BHBT
889
Burke & Herbert Bank & Trust
Virginia
$1.01M
WP
890
WealthShield Partners
North Carolina
$1.01M
EWA
891
Elevate Wealth Advisory
Georgia
$1.01M
AWMM
892
Aegis Wealth Management (Maryland)
Maryland
$1M
HBW
893
Hazlett, Burt & Watson
West Virginia
$1M
JSSH
894
J. Safra Sarasin Holding
$998K
EL
895
ES4 LLC
California
$991K
MW
896
MBL Wealth
North Carolina
$990K
PG
897
Patten Group
Tennessee
$987K
CGPCS
898
Capital Group Private Client Services
California
$984K
KIM
899
Kestra Investment Management
Texas
$982K
AGC
900
Aspen Grove Capital
Colorado
$979K