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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
PTP
1101
Platform Technology Partners
New York
$633K +$160K +729 +33%
AWP
1102
Axis Wealth Partners
Rhode Island
$632K +$2.19K +10 +0.3%
SGCA
1103
Steel Grove Capital Advisors
Tennessee
$629K -$3.91M -17,850 -86%
SFG
1104
Snider Financial Group
Washington
$627K -$270K -1,235 -30%
BCP
1105
Berkeley Capital Partners
Georgia
$623K +$2.19K +10 +0.3%
OPW
1106
Oxler Private Wealth
New York
$621K +$1.75K +8 +0.3%
ST
1107
Spinnaker Trust
Maine
$615K
NRC
1108
New Republic Capital
North Carolina
$612K -$437K -1,997 -41%
CBA
1109
Coastal Bridge Advisors
Connecticut
$612K -$163K -744 -21%
MWA
1110
Meridian Wealth Advisors
Texas
$611K
DCA
1111
DSG Capital Advisors
Minnesota
$610K
BEW
1112
Burton Enright Welch
California
$609K +$10.3K +47 +2%
PA
1113
PFG Advisors
Arizona
$608K +$657 +3 +0.1%
WIM
1114
WealthPlan Investment Management
Nebraska
$607K +$622K +2,842 New
GCM
1115
Gallacher Capital Management
Colorado
$607K +$90.2K +412 +17%
PWM
1116
Peak Wealth Management
New Hampshire
$606K -$438 -2 -0.1%
IP
1117
Ignite Planners
California
$605K
WG
1118
Warner Group
Connecticut
$604K -$38.8K -177 -6%
KA
1119
Kovack Advisors
Florida
$604K +$112K +511 +22%
Tudor Investment Corp
1120
Tudor Investment Corp
Connecticut
$603K -$5.82M -26,577 -90%
MCP
1121
Mirador Capital Partners
California
$603K +$2.19K +10 +0.4%
BLC
1122
Brown, Lisle/Cummings
Rhode Island
$602K -$25.4K -116 -4%
GKWIM
1123
Gerber Kawasaki Wealth & Investment Management
California
$601K +$54.7K +250 +10%
DJSG
1124
D.J. St. Germain
Massachusetts
$597K +$14K +64 +2%
FDDB
1125
Fidelity D&D Bancorp
Pennsylvania
$596K -$70.7K -323 -10%