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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
WP
901
WealthShield Partners
North Carolina
$1.01M
EWA
902
Elevate Wealth Advisory
Georgia
$1.01M
AWMM
903
Aegis Wealth Management (Maryland)
Maryland
$1M
HBW
904
Hazlett, Burt & Watson
West Virginia
$1M
JSSH
905
J. Safra Sarasin Holding
$998K
EL
906
ES4 LLC
California
$991K
MW
907
MBL Wealth
North Carolina
$990K
PG
908
Patten Group
Tennessee
$987K
CGPCS
909
Capital Group Private Client Services
California
$984K
KIM
910
Kestra Investment Management
Texas
$982K
AGC
911
Aspen Grove Capital
Colorado
$979K
WCFA
912
Walkner Condon Financial Advisors
Wisconsin
$978K
AWM
913
Accurate Wealth Management
Florida
$973K
COCM
914
Charter Oak Capital Management
New Hampshire
$973K
GPA
915
Guidance Point Advisors
Massachusetts
$973K
MWM
916
MOR Wealth Management
Pennsylvania
$972K
RSWM
917
Robertson Stephens Wealth Management
California
$972K
WWM
918
Woodside Wealth Management
Massachusetts
$969K
FBT
919
First Bank & Trust
South Dakota
$966K
RIG
920
RiverFront Investment Group
Virginia
$963K
SA
921
Sovran Advisors
California
$963K
OAM
922
Occidental Asset Management
California
$962K
TBA
923
Tower Bridge Advisors
Pennsylvania
$962K
RYIA
924
Roehl & Yi Investment Advisors
Oregon
$952K
CT
925
Coastline Trust
Rhode Island
$952K