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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
FFC
1026
First Financial Corp
Indiana
$753K -$17.7K -81 -2%
MPWT
1027
MassMutual Private Wealth & Trust
Connecticut
$752K -$175K -800 -19%
WW
1028
Waterfront Wealth
Kansas
$750K -$438 -2 -0.1%
PWA
1029
Pitcairn Wealth Advisors
Pennsylvania
$744K
MA
1030
MCF Advisors
Kentucky
$741K +$337K +1,541 +80%
CPIA
1031
Cornell Pochily Investment Advisors
New York
$740K +$759K +3,464 New
GWP
1032
Gateway Wealth Partners
Wisconsin
$739K +$389K +1,775 +106%
MWAM
1033
Manhattan West Asset Management
California
$738K
AA
1034
Auxano Advisors
Washington
$735K
NI
1035
Natural Investments
California
$733K -$15.8K -72 -2%
OCA
1036
Odyssey Capital Advisors
Pennsylvania
$730K -$92.6K -423 -11%
GIP
1037
Greatmark Investment Partners
Georgia
$729K
JIP
1038
Jaffetilchin Investment Partners
Florida
$727K -$1.31K -6 -0.2%
LWL
1039
Leo Wealth LLC
Texas
$726K -$16.6K -76 -2%
CFP
1040
Cascade Financial Partners
California
$726K
SAW
1041
Signal Advisors Wealth
Michigan
$725K +$95.3K +435 +15%
WP
1042
Westmount Partners
California
$724K
SP
1043
Stonebrook Private
Michigan
$723K -$11.8K -54 -2%
GWS
1044
Glassman Wealth Services
Virginia
$721K +$48K +219 +7%
MIM
1045
Miller Investment Management
Pennsylvania
$720K
FSA
1046
Fort Sheridan Advisors
Illinois
$719K +$23.7K +108 +3%
BTD
1047
BankPlus Trust Department
Mississippi
$719K
DWM
1048
Darwin Wealth Management
Florida
$715K +$31.3K +143 +4%
PWM
1049
Peck Wealth Management
New York
$713K
VCM
1050
Vivaldi Capital Management
Illinois
$712K +$876 +4 +0.1%