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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
WP
901
WealthShield Partners
North Carolina
$1.01M -$253K -1,153 -20%
EWA
902
Elevate Wealth Advisory
Georgia
$1.01M -$33.7K -154 -3%
AWMM
903
Aegis Wealth Management (Maryland)
Maryland
$1M
HBW
904
Hazlett, Burt & Watson
West Virginia
$1M +$219 +1 +0%
JSSH
905
J. Safra Sarasin Holding
$998K
EL
906
ES4 LLC
California
$991K +$3.94K +18 +0.4%
MW
907
MBL Wealth
North Carolina
$990K
PG
908
Patten Group
Tennessee
$987K -$29.3K -134 -3%
CGPCS
909
Capital Group Private Client Services
California
$984K +$173K +791 +21%
KIM
910
Kestra Investment Management
Texas
$982K +$451K +2,058 +81%
AGC
911
Aspen Grove Capital
Colorado
$979K +$14.7K +67 +1%
WCFA
912
Walkner Condon Financial Advisors
Wisconsin
$978K -$41.6K -190 -4%
AWM
913
Accurate Wealth Management
Florida
$973K
COCM
914
Charter Oak Capital Management
New Hampshire
$973K +$163K +744 +20%
GPA
915
Guidance Point Advisors
Massachusetts
$973K +$3.29K +15 +0.3%
MWM
916
MOR Wealth Management
Pennsylvania
$972K
RSWM
917
Robertson Stephens Wealth Management
California
$972K -$18.8K -86 -2%
WWM
918
Woodside Wealth Management
Massachusetts
$969K -$28.5K -130 -3%
FBT
919
First Bank & Trust
South Dakota
$966K -$19.3K -88 -2%
RIG
920
RiverFront Investment Group
Virginia
$963K +$42.3K +193 +4%
SA
921
Sovran Advisors
California
$963K +$28.9K +132 +3%
OAM
922
Occidental Asset Management
California
$962K
TBA
923
Tower Bridge Advisors
Pennsylvania
$962K +$985K +4,500 New
RYIA
924
Roehl & Yi Investment Advisors
Oregon
$952K -$219K -1,000 -18%
CT
925
Coastline Trust
Rhode Island
$952K -$347K -1,584 -26%