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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
RCA
951
Resonant Capital Advisors
Wisconsin
$890K +$22.1K +101 +2%
JSW
952
Journey Strategic Wealth
New Jersey
$889K -$76.2K -348 -8%
PMFA
953
Plante Moran Financial Advisors
Michigan
$887K -$141K -646 -13%
EA
954
Evergreen Advisors
Tennessee
$882K
LAM
955
Lakewood Asset Management
Illinois
$880K -$62.9K -287 -7%
PAS
956
PKS Advisory Services
New York
$879K -$60.2K -275 -6%
PFG
957
Pacific Financial Group
Washington
$876K +$121K +554 +16%
E3F
958
Eight 31 Financial
Texas
$871K
AIS
959
American Investment Services
Massachusetts
$871K
CAG
960
Crestwood Advisors Group
Massachusetts
$865K -$438 -2 -0%
AA
961
Ascent Advisors
Minnesota
$863K +$885K +4,039 New
CCA
962
Cypress Capital Advisors
Tennessee
$863K +$12.7K +58 +1%
IBOK
963
Independence Bank of Kentucky
Kentucky
$859K +$106K +486 +14%
KLI
964
Kelman-Lazarov Inc
Tennessee
$859K -$6.79K -31 -0.8%
LFS
965
Lutz Financial Services
Nebraska
$857K -$35.3K -161 -4%
PCMC
966
Paragon Capital Management (Colorado)
Colorado
$856K -$42.9K -196 -5%
AFA
967
Alpha Financial Advisors
North Carolina
$855K
BAM
968
Bosun Asset Management
Illinois
$855K
MCA
969
Magnolia Capital Advisors
Mississippi
$854K -$4.16K -19 -0.5%
BB
970
Bell Bank
North Dakota
$851K +$145K +661 +20%
RP
971
Rice Partnership
Hawaii
$847K -$14.2K -65 -2%
DPW
972
DiNuzzo Private Wealth
Pennsylvania
$846K
FI
973
FinArc Investments
Massachusetts
$845K +$866K +3,954 New
BFA
974
Brown Financial Advisory
Alabama
$844K -$4.6K -21 -0.5%
CFO
975
CVA Family Office
Colorado
$842K -$1.53K -7 -0.2%