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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
RIM
1001
Rockbridge Investment Management
New York
$782K +$219 +1 +0%
MAM
1002
MWA Asset Management
Massachusetts
$780K -$15.8K -72 -2%
TC
1003
TownSquare Capital
Utah
$779K -$3.81M -17,412 -83%
AWM
1004
Activest Wealth Management
Florida
$778K
WIC
1005
Woodmont Investment Counsel
Tennessee
$776K -$99.9K -456 -11%
BFWA
1006
Benchmark Financial Wealth Advisors
Florida
$774K -$26.9K -123 -3%
HWA
1007
Heartwood Wealth Advisors
Virginia
$773K +$253K +1,156 +47%
WF
1008
Warner Financial
Maryland
$773K +$2.41K +11 +0.3%
3FI
1009
3 Factor Indexing
California
$772K +$792K +3,615 New
FCB
1010
First County Bank
Connecticut
$770K -$37.4K -171 -5%
HA
1011
Hanover Advisors
South Carolina
$770K
JIR
1012
James Investment Research
Ohio
$766K -$35K -160 -4%
MJFG
1013
Mars Jewett Financial Group
Washington
$763K +$1.53K +7 +0.2%
MAWA
1014
Moss Adams Wealth Advisors
Washington
$762K
XPN
1015
XY Planning Network
Montana
$762K +$776K +3,544 New
CCT
1016
Capital City Trust
Florida
$761K
EFMC
1017
Empire Financial Management Company
New York
$761K
RBC
1018
Roble Belko & Company
Pennsylvania
$760K
GAG
1019
GM Advisory Group
New York
$760K -$12.3K -56 -2%
TCP
1020
TMB Capital Partners
Arkansas
$759K -$75.1K -343 -9%
KNW
1021
Kesler Norman & Wride
Utah
$759K
CFO
1022
Collective Family Office
Pennsylvania
$758K -$53K -242 -6%
SG
1023
Stanich Group
New York
$758K +$1.31K +6 +0.2%
FGG
1024
Financial Guidance Group
Florida
$757K
TYCC
1025
Texas Yale Capital Corp
Florida
$756K