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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
AAS
926
Annex Advisory Services
Wisconsin
$950K -$68.3K -312 -7%
FMII
927
Farmers & Merchants Investments Inc
Nebraska
$947K -$188K -859 -16%
RPWA
928
Regent Peak Wealth Advisors
Georgia
$945K
RW
929
Regimen Wealth
Georgia
$939K +$657 +3 +0.1%
CCMG
930
Clark Capital Management Group
Pennsylvania
$938K -$197K -900 -17%
ANBT
931
American National Bank & Trust
Texas
$937K -$4.38K -20 -0.5%
HFS
932
Hoge Financial Services
Pennsylvania
$933K +$3.72K +17 +0.4%
VAI
933
Vanguard Advisers Inc
Pennsylvania
$931K +$954K +4,358 New
MA
934
Mezzasalma Advisors
New Jersey
$926K
MPW
935
Magnolia Private Wealth
Pennsylvania
$919K
WPC
936
Wedmont Private Capital
Pennsylvania
$916K +$438 +2 +0%
VC
937
Veracity Capital
Georgia
$916K -$11.6K -53 -1%
LT
938
Legacy Trust
Michigan
$916K -$194K -888 -17%
FNT
939
First National Trust
Pennsylvania
$914K -$547K -2,500 -37%
EFG
940
Embree Financial Group
Illinois
$911K -$14.7K -67 -2%
GAB
941
German American Bancorp
Indiana
$910K -$65.5K -299 -7%
GRA
942
Golden Road Advisors
Florida
$908K -$32.6K -149 -3%
MGIA
943
Matthew Goff Investment Advisor
Texas
$907K -$20.1K -92 -2%
SEIA
944
Signature Estate & Investment Advisors
California
$907K +$229K +1,046 +33%
BC
945
Barnett & Company
Tennessee
$905K
LWM
946
LongView Wealth Management
Georgia
$905K -$13.1K -60 -1%
FHA
947
Flagship Harbor Advisors
Massachusetts
$897K -$15.5K -71 -2%
EP
948
Edgestream Partners
New Jersey
$893K -$727K -3,318 -44%
PIFP
949
Partners in Financial Planning
Virginia
$890K +$1.09K +5 +0.1%
1IA
950
1834 Investment Advisors
Wisconsin
$890K -$16.4K -75 -2%