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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
S
976
Sunpointe
Missouri
$812K
AF
977
Advisornet Financial
Minnesota
$812K
EB
978
Emprise Bank
Kansas
$812K
MFF
979
Michels Family Financial
Texas
$810K
GP
980
GLR Partners
Maryland
$809K
RF
981
Roxbury Financial
New Jersey
$806K
MFA
982
Mayflower Financial Advisors
Massachusetts
$803K
LCWP
983
Legacy Capital Wealth Partners
Arkansas
$803K
BWP
984
Balboa Wealth Partners
Arizona
$798K
ACS
985
Archford Capital Strategies
Illinois
$796K
SFWC
986
Strategic Family Wealth Counselors
New Jersey
$790K
BIG
987
Brooklyn Investment Group
New York
$790K
BWM
988
BKM Wealth Management
Wisconsin
$787K
JBA
989
Johnson Bixby & Associates
Washington
$782K
RIM
990
Rockbridge Investment Management
New York
$782K
MAM
991
MWA Asset Management
Massachusetts
$780K
TC
992
TownSquare Capital
Utah
$779K
AWM
993
Activest Wealth Management
Florida
$778K
WIC
994
Woodmont Investment Counsel
Tennessee
$776K
BFWA
995
Benchmark Financial Wealth Advisors
Florida
$774K
HWA
996
Heartwood Wealth Advisors
Virginia
$773K
WF
997
Warner Financial
Maryland
$773K
3FI
998
3 Factor Indexing
California
$772K
FCB
999
First County Bank
Connecticut
$770K
HA
1000
Hanover Advisors
South Carolina
$770K