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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
GIP
1026
Greatmark Investment Partners
Georgia
$729K
JIP
1027
Jaffetilchin Investment Partners
Florida
$727K
LWL
1028
Leo Wealth LLC
Texas
$726K
CFP
1029
Cascade Financial Partners
California
$726K
SAW
1030
Signal Advisors Wealth
Michigan
$725K
WP
1031
Westmount Partners
California
$724K
SP
1032
Stonebrook Private
Michigan
$723K
GWS
1033
Glassman Wealth Services
Virginia
$721K
MIM
1034
Miller Investment Management
Pennsylvania
$720K
FSA
1035
Fort Sheridan Advisors
Illinois
$719K
BTD
1036
BankPlus Trust Department
Mississippi
$719K
DWM
1037
Darwin Wealth Management
Florida
$715K
PWM
1038
Peck Wealth Management
New York
$713K
VCM
1039
Vivaldi Capital Management
Illinois
$712K
CIAS
1040
Capital Investment Advisory Services
North Carolina
$710K
CHAM
1041
Clear Harbor Asset Management
Connecticut
$707K
BWFA
1042
Baltimore-Washington Financial Advisors
Maryland
$705K
KFC
1043
Klingenstein Fields & Co
New York
$704K
JAA
1044
Joel Adams & Associates
North Carolina
$704K
FA
1045
Fountainhead AM
New Jersey
$701K
MWM
1046
Melfa Wealth Management
Massachusetts
$700K
FFWA
1047
Forthright Family Wealth Advisory
Texas
$694K
BRWA
1048
B. Riley Wealth Advisors
Florida
$692K
RPGK
1049
Retirement Planning Group (Kansas)
Kansas
$692K
GSWM
1050
Greenup Street Wealth Management
Michigan
$691K