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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
CFP
976
Curran Financial Partners
South Carolina
$840K +$438 +2 +0.1%
HH
977
Hilltop Holdings
Texas
$834K -$7.17M -32,758 -89%
FUBT
978
First United Bank & Trust
Maryland
$826K
WHCFA
979
William Howard & Co Financial Advisors
Tennessee
$826K +$3.07K +14 +0.4%
MCC
980
Money Concepts Capital
Florida
$825K +$91.5K +418 +12%
CA
981
Continuum Advisory
Idaho
$822K -$1.97K -9 -0.2%
CCWP
982
Cedar Cove Wealth Partners
Minnesota
$821K -$27.2K -124 -3%
AFG
983
ABLE Financial Group
Arizona
$821K -$22.3K -102 -3%
LTL
984
Lowery Thomas LLC
California
$820K +$3.29K +15 +0.4%
IWP
985
Invenio Wealth Partners
Florida
$818K -$89.8K -410 -10%
HAP
986
Harbor Asset Planning
Massachusetts
$818K +$12.7K +58 +2%
S
987
Sunpointe
Missouri
$812K
AF
988
Advisornet Financial
Minnesota
$812K -$67K -306 -7%
EB
989
Emprise Bank
Kansas
$812K
MFF
990
Michels Family Financial
Texas
$810K -$4.82K -22 -0.6%
GP
991
GLR Partners
Maryland
$809K +$829K +3,785 New
RF
992
Roxbury Financial
New Jersey
$806K -$6.57K -30 -0.8%
MFA
993
Mayflower Financial Advisors
Massachusetts
$803K
LCWP
994
Legacy Capital Wealth Partners
Arkansas
$803K -$116K -529 -12%
BWP
995
Balboa Wealth Partners
Arizona
$798K -$61.1K -279 -7%
ACS
996
Archford Capital Strategies
Illinois
$796K +$13.4K +61 +2%
SFWC
997
Strategic Family Wealth Counselors
New Jersey
$790K +$209K +956 +35%
BIG
998
Brooklyn Investment Group
New York
$790K +$280K +1,278 +53%
BWM
999
BKM Wealth Management
Wisconsin
$787K -$9.42K -43 -1%
JBA
1000
Johnson Bixby & Associates
Washington
$782K -$24.7K -113 -3%