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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
JIR
1001
James Investment Research
Ohio
$766K
MJFG
1002
Mars Jewett Financial Group
Washington
$763K
MAWA
1003
Moss Adams Wealth Advisors
Washington
$762K
XPN
1004
XY Planning Network
Montana
$762K
CCT
1005
Capital City Trust
Florida
$761K
EFMC
1006
Empire Financial Management Company
New York
$761K
RBC
1007
Roble Belko & Company
Pennsylvania
$760K
GAG
1008
GM Advisory Group
New York
$760K
TCP
1009
TMB Capital Partners
Arkansas
$759K
KNW
1010
Kesler Norman & Wride
Utah
$759K
CFO
1011
Collective Family Office
Pennsylvania
$758K
SG
1012
Stanich Group
New York
$758K
FGG
1013
Financial Guidance Group
Florida
$757K
TYCC
1014
Texas Yale Capital Corp
Florida
$756K
FFC
1015
First Financial Corp
Indiana
$753K
MPWT
1016
MassMutual Private Wealth & Trust
Connecticut
$752K
WW
1017
Waterfront Wealth
Kansas
$750K
PWA
1018
Pitcairn Wealth Advisors
Pennsylvania
$744K
MA
1019
MCF Advisors
Kentucky
$741K
CPIA
1020
Cornell Pochily Investment Advisors
New York
$740K
GWP
1021
Gateway Wealth Partners
Wisconsin
$739K
MWAM
1022
Manhattan West Asset Management
California
$738K
AA
1023
Auxano Advisors
Washington
$735K
NI
1024
Natural Investments
California
$733K
OCA
1025
Odyssey Capital Advisors
Pennsylvania
$730K