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iShares Russell 1000 Value ETF

1,893 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 133 funds opening new positions, 582 increasing their positions, 702 reducing their positions, and 104 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 funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

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
1,893
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
101
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
RIM
1001
Rockbridge Investment Management
New York
$782K
MAM
1002
MWA Asset Management
Massachusetts
$780K
TC
1003
TownSquare Capital
Utah
$779K
AWM
1004
Activest Wealth Management
Florida
$778K
WIC
1005
Woodmont Investment Counsel
Tennessee
$776K
BFWA
1006
Benchmark Financial Wealth Advisors
Florida
$774K
HWA
1007
Heartwood Wealth Advisors
Virginia
$773K
WF
1008
Warner Financial
Maryland
$773K
3FI
1009
3 Factor Indexing
California
$772K
FCB
1010
First County Bank
Connecticut
$770K
HA
1011
Hanover Advisors
South Carolina
$770K
JIR
1012
James Investment Research
Ohio
$766K
MJFG
1013
Mars Jewett Financial Group
Washington
$763K
MAWA
1014
Moss Adams Wealth Advisors
Washington
$762K
XPN
1015
XY Planning Network
Montana
$762K
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
TCP
1020
TMB Capital Partners
Arkansas
$759K
KNW
1021
Kesler Norman & Wride
Utah
$759K
CFO
1022
Collective Family Office
Pennsylvania
$758K
SG
1023
Stanich Group
New York
$758K
FGG
1024
Financial Guidance Group
Florida
$757K
TYCC
1025
Texas Yale Capital Corp
Florida
$756K