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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
WCFA
901
Walkner Condon Financial Advisors
Wisconsin
$978K
AWM
902
Accurate Wealth Management
Florida
$973K
COCM
903
Charter Oak Capital Management
New Hampshire
$973K
GPA
904
Guidance Point Advisors
Massachusetts
$973K
MWM
905
MOR Wealth Management
Pennsylvania
$972K
RSWM
906
Robertson Stephens Wealth Management
California
$972K
WWM
907
Woodside Wealth Management
Massachusetts
$969K
FBT
908
First Bank & Trust
South Dakota
$966K
RIG
909
RiverFront Investment Group
Virginia
$963K
SA
910
Sovran Advisors
California
$963K
OAM
911
Occidental Asset Management
California
$962K
TBA
912
Tower Bridge Advisors
Pennsylvania
$962K
RYIA
913
Roehl & Yi Investment Advisors
Oregon
$952K
CT
914
Coastline Trust
Rhode Island
$952K
AAS
915
Annex Advisory Services
Wisconsin
$950K
FMII
916
Farmers & Merchants Investments Inc
Nebraska
$947K
RPWA
917
Regent Peak Wealth Advisors
Georgia
$945K
RW
918
Regimen Wealth
Georgia
$939K
CCMG
919
Clark Capital Management Group
Pennsylvania
$938K
ANBT
920
American National Bank & Trust
Texas
$937K
HFS
921
Hoge Financial Services
Pennsylvania
$933K
VAI
922
Vanguard Advisers Inc
Pennsylvania
$931K
MA
923
Mezzasalma Advisors
New Jersey
$926K
MPW
924
Magnolia Private Wealth
Pennsylvania
$919K
WPC
925
Wedmont Private Capital
Pennsylvania
$916K