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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
CCA
951
Cypress Capital Advisors
Tennessee
$863K
IBOK
952
Independence Bank of Kentucky
Kentucky
$859K
KLI
953
Kelman-Lazarov Inc
Tennessee
$859K
LFS
954
Lutz Financial Services
Nebraska
$857K
PCMC
955
Paragon Capital Management (Colorado)
Colorado
$856K
AFA
956
Alpha Financial Advisors
North Carolina
$855K
BAM
957
Bosun Asset Management
Illinois
$855K
MCA
958
Magnolia Capital Advisors
Mississippi
$854K
BB
959
Bell Bank
North Dakota
$851K
RP
960
Rice Partnership
Hawaii
$847K
DPW
961
DiNuzzo Private Wealth
Pennsylvania
$846K
FII
962
FinArc Investments, Inc.
Massachusetts
$845K
BFA
963
Brown Financial Advisory
Alabama
$844K
CFO
964
CVA Family Office
Colorado
$842K
CFP
965
Curran Financial Partners
South Carolina
$840K
HH
966
Hilltop Holdings
Texas
$834K
FUBT
967
First United Bank & Trust
Maryland
$826K
WHCFA
968
William Howard & Co Financial Advisors
Tennessee
$826K
MCC
969
Money Concepts Capital
Florida
$825K
CA
970
Continuum Advisory
Idaho
$822K
CCWP
971
Cedar Cove Wealth Partners
Minnesota
$821K
AFG
972
ABLE Financial Group
Arizona
$821K
LTL
973
Lowery Thomas LLC
California
$820K
IWP
974
Invenio Wealth Partners
Florida
$818K
HAP
975
Harbor Asset Planning
Massachusetts
$818K