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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
VW
1076
Vance Wealth
California
$668K -$480K -2,191 -41%
PCH
1077
PGIM Custom Harvest
New Jersey
$665K +$269K +1,230 +65%
SA
1078
Skyline Advisors
Washington
$664K +$2.63K +12 +0.4%
OWA
1079
Opal Wealth Advisors
New York
$663K -$287K -1,312 -30%
RSWA
1080
Robinson Smith Wealth Advisors
Maine
$663K
RT
1081
Rockland Trust
Massachusetts
$663K
WA
1082
WBH Advisory
Maryland
$663K -$33.1K -151 -5%
FCA
1083
Fortis Capital Advisors
Kansas
$662K -$21.9K -100 -3%
AFC
1084
AFT Forsyth & Company
Florida
$662K -$79.1K -361 -10%
FI
1085
Financial Insights
Washington
$658K -$46.6K -213 -6%
IA
1086
Integrity Alliance
Iowa
$656K -$2.9M -13,223 -81%
CD
1087
Chapin Davis
Maryland
$652K -$18K -82 -3%
GF
1088
GGM Financials
Ohio
$648K +$14.7K +67 +2%
NPF
1089
Norris Perne & French
Michigan
$647K -$482K -2,200 -42%
CNC
1090
Citizens & Northern Corp
Pennsylvania
$647K
LIM
1091
Leavell Investment Management
Alabama
$646K -$42.3K -193 -6%
SWM
1092
SeaCrest Wealth Management
New York
$644K -$166K -758 -20%
OWM
1093
Orgel Wealth Management
Wisconsin
$642K +$8.98K +41 +1%
LCM
1094
Lunt Capital Management
Utah
$640K
FBB
1095
Fulton Breakefield Broenniman
Maryland
$639K
FNBTCON
1096
First National Bank & Trust Co of Newtown
Pennsylvania
$635K +$651K +2,972 New
FTC
1097
Farmers Trust Company
Ohio
$635K
ESB
1098
Essex Savings Bank
Connecticut
$634K +$3.72K +17 +0.6%
OWP
1099
Obermeyer Wealth Partners
Colorado
$634K
Empower Advisory Group
1100
Empower Advisory Group
Colorado
$633K -$64.2K -293 -9%