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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
AAS
926
Annex Advisory Services
Wisconsin
$950K
FMII
927
Farmers & Merchants Investments Inc
Nebraska
$947K
RPWA
928
Regent Peak Wealth Advisors
Georgia
$945K
RW
929
Regimen Wealth
Georgia
$939K
CCMG
930
Clark Capital Management Group
Pennsylvania
$938K
ANBT
931
American National Bank & Trust
Texas
$937K
HFS
932
Hoge Financial Services
Pennsylvania
$933K
VAI
933
Vanguard Advisers Inc
Pennsylvania
$931K
MA
934
Mezzasalma Advisors
New Jersey
$926K
MPW
935
Magnolia Private Wealth
Pennsylvania
$919K
WPC
936
Wedmont Private Capital
Pennsylvania
$916K
VC
937
Veracity Capital
Georgia
$916K
LT
938
Legacy Trust
Michigan
$916K
FNT
939
First National Trust
Pennsylvania
$914K
EFG
940
Embree Financial Group
Illinois
$911K
GAB
941
German American Bancorp
Indiana
$910K
GRA
942
Golden Road Advisors
Florida
$908K
MGIA
943
Matthew Goff Investment Advisor
Texas
$907K
SEIA
944
Signature Estate & Investment Advisors
California
$907K
BC
945
Barnett & Company
Tennessee
$905K
LWM
946
LongView Wealth Management
Georgia
$905K
FHA
947
Flagship Harbor Advisors
Massachusetts
$897K
EP
948
Edgestream Partners
New Jersey
$893K
PIFP
949
Partners in Financial Planning
Virginia
$890K
1IA
950
1834 Investment Advisors
Wisconsin
$890K