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iShares Russell 1000 Value ETF

1,872 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, 576 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: 576 | Existing positions reduced: 694

61% less call options, than puts

Call options by funds: $117M | Put options by funds: $298M

Holders
1,872
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
SG
76
StoneX Group
New York
$76.7M
MGIA
77
Moneta Group Investment Advisors
Missouri
$75.8M
MCM
78
MV Capital Management
Maryland
$72.8M
BPA
79
Beacon Pointe Advisors
California
$72.4M
Thrivent Financial for Lutherans
80
Thrivent Financial for Lutherans
Minnesota
$71.9M
PAG
81
Private Advisor Group
New Jersey
$71.3M
Two Sigma Investments
82
Two Sigma Investments
New York
$70.8M
CAM
83
Cresset Asset Management
Illinois
$69.3M
AF
84
Allworth Financial
California
$67.4M
Lido Advisors
85
Lido Advisors
California
$66.2M
EWA
86
EP Wealth Advisors
California
$64.8M
Kayne Anderson Rudnick Investment Management
87
Kayne Anderson Rudnick Investment Management
California
$61M
Bank of Montreal
88
Bank of Montreal
Ontario, Canada
$60.4M
SAS
89
SMI Advisory Services
Indiana
$58.5M
PWM
90
Paulson Wealth Management
Illinois
$58.4M
Janney Montgomery Scott
91
Janney Montgomery Scott
Pennsylvania
$58.3M
WA
92
Waverly Advisors
Alabama
$58.2M
Massachusetts Financial Services
93
Massachusetts Financial Services
Massachusetts
$57.7M
FBFS
94
First Business Financial Services
Wisconsin
$56.9M
William Blair & Company
95
William Blair & Company
Illinois
$55.5M
BIM
96
Bridges Investment Management
Nebraska
$55M
BPWM
97
Badgley Phelps Wealth Managers
Washington
$53.7M
HWM
98
HB Wealth Management
Georgia
$50.5M
WRTC
99
Wind River Trust Company
Wyoming
$49.4M
Mercer Global Advisors
100
Mercer Global Advisors
Colorado
$49.4M