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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
BEW
1101
Burton Enright Welch
California
$609K
PA
1102
PFG Advisors
Arizona
$608K
WIM
1103
WealthPlan Investment Management
Nebraska
$607K
GCM
1104
Gallacher Capital Management
Colorado
$607K
PWM
1105
Peak Wealth Management
New Hampshire
$606K
IP
1106
Ignite Planners
California
$605K
WG
1107
Warner Group
Connecticut
$604K
KA
1108
Kovack Advisors
Florida
$604K
Tudor Investment Corp
1109
Tudor Investment Corp
Connecticut
$603K
MCP
1110
Mirador Capital Partners
California
$603K
BLC
1111
Brown, Lisle/Cummings
Rhode Island
$602K
GKWIM
1112
Gerber Kawasaki Wealth & Investment Management
California
$601K
DJSG
1113
D.J. St. Germain
Massachusetts
$597K
FDDB
1114
Fidelity D&D Bancorp
Pennsylvania
$596K
CWG
1115
Cornerstone Wealth Group
North Carolina
$594K
PD
1116
Planning Directions
Pennsylvania
$589K
BCM
1117
Buckhead Capital Management
Georgia
$588K
ABWM
1118
Alpine Bank Wealth Management
Colorado
$587K
CFA
1119
Cahill Financial Advisors
Minnesota
$586K
NRI
1120
NFP Retirement Inc
California
$583K
PCA
1121
Prosperity Capital Advisors
Ohio
$583K
AA
1122
Aire Advisors
California
$583K
SWM
1123
Stronghold Wealth Management
Florida
$580K
GWA
1124
Genesis Wealth Advisors
Massachusetts
$580K
GWMR
1125
GC Wealth Management RIA
Massachusetts
$579K