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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
CIAS
1051
Capital Investment Advisory Services
North Carolina
$710K +$20.4K +93 +3%
CHAM
1052
Clear Harbor Asset Management
Connecticut
$707K +$437K +1,995 +152%
BWFA
1053
Baltimore-Washington Financial Advisors
Maryland
$705K +$55.6K +254 +8%
KFC
1054
Klingenstein Fields & Co
New York
$704K +$2.41K +11 +0.3%
JAA
1055
Joel Adams & Associates
North Carolina
$704K +$2.85K +13 +0.4%
FA
1056
Fountainhead AM
New Jersey
$701K +$354K +1,615 +97%
MWM
1057
Melfa Wealth Management
Massachusetts
$700K +$657 +3 +0.1%
FFWA
1058
Forthright Family Wealth Advisory
Texas
$694K +$849K +3,876 New
BRWA
1059
B. Riley Wealth Advisors
Florida
$692K -$805K -3,678 -53%
RPGK
1060
Retirement Planning Group (Kansas)
Kansas
$692K +$101K +460 +17%
GSWM
1061
Greenup Street Wealth Management
Michigan
$691K -$4.82K -22 -0.7%
FRA
1062
Front Row Advisors
California
$690K +$117K +533 +20%
KHCM
1063
Kirtland Hills Capital Management
Ohio
$689K
RMDI
1064
R.M. Davis Inc
Maine
$686K +$21.9K +100 +3%
CAL
1065
Capital Analysts LLC
Pennsylvania
$684K +$7.01K +32 +1%
TF
1066
Tudor Financial
Ohio
$684K
TA
1067
TrueWealth Advisors
Alabama
$683K -$2.41K -11 -0.3%
HIS
1068
Harvest Investment Services
Illinois
$681K -$32.2K -147 -4%
MFC
1069
Morris Financial Concepts
South Carolina
$679K -$79.3K -362 -10%
EI
1070
EFG International
$673K +$325K +1,482 +89%
WSA
1071
Wealth Science Advisors
Georgia
$672K
WTB
1072
Washington Trust Bank
Washington
$672K -$273K -1,248 -28%
PWP
1073
Perfromance Wealth Partners
Illinois
$671K
RWM
1074
Rialto Wealth Management
New York
$670K
AWM
1075
AAF Wealth Management
Massachusetts
$669K -$39K -178 -5%