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iShares Russell 1000 Value ETF

1,893 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 133 funds opening new positions, 582 increasing their positions, 702 reducing their positions, and 104 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 funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

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
1,893
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
101
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
PTP
1101
Platform Technology Partners
New York
$633K
AWP
1102
Axis Wealth Partners
Rhode Island
$632K
SGCA
1103
Steel Grove Capital Advisors
Tennessee
$629K
SFG
1104
Snider Financial Group
Washington
$627K
BCP
1105
Berkeley Capital Partners
Georgia
$623K
OPW
1106
Oxler Private Wealth
New York
$621K
ST
1107
Spinnaker Trust
Maine
$615K
NRC
1108
New Republic Capital
North Carolina
$612K
CBA
1109
Coastal Bridge Advisors
Connecticut
$612K
MWA
1110
Meridian Wealth Advisors
Texas
$611K
DCA
1111
DSG Capital Advisors
Minnesota
$610K
BEW
1112
Burton Enright Welch
California
$609K
PA
1113
PFG Advisors
Arizona
$608K
WIM
1114
WealthPlan Investment Management
Nebraska
$607K
GCM
1115
Gallacher Capital Management
Colorado
$607K
PWM
1116
Peak Wealth Management
New Hampshire
$606K
IP
1117
Ignite Planners
California
$605K
WG
1118
Warner Group
Connecticut
$604K
KA
1119
Kovack Advisors
Florida
$604K
Tudor Investment Corp
1120
Tudor Investment Corp
Connecticut
$603K
MCP
1121
Mirador Capital Partners
California
$603K
BLC
1122
Brown, Lisle/Cummings
Rhode Island
$602K
GKWIM
1123
Gerber Kawasaki Wealth & Investment Management
California
$601K
DJSG
1124
D.J. St. Germain
Massachusetts
$597K
FDDB
1125
Fidelity D&D Bancorp
Pennsylvania
$596K