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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
CWG
1126
Cornerstone Wealth Group
North Carolina
$594K
PD
1127
Planning Directions
Pennsylvania
$589K
BCM
1128
Buckhead Capital Management
Georgia
$588K
ABWM
1129
Alpine Bank Wealth Management
Colorado
$587K
CFA
1130
Cahill Financial Advisors
Minnesota
$586K
NRI
1131
NFP Retirement Inc
California
$583K
PCA
1132
Prosperity Capital Advisors
Ohio
$583K
AA
1133
Aire Advisors
California
$583K
SWM
1134
Stronghold Wealth Management
Florida
$580K
GWA
1135
Genesis Wealth Advisors
Massachusetts
$580K
GWMR
1136
GC Wealth Management RIA
Massachusetts
$579K
CIC
1137
Carnegie Investment Counsel
Ohio
$579K
SP
1138
SmartHarvest Portfolios
Washington
$579K
PWS
1139
Proactive Wealth Strategies
Georgia
$578K
TWM
1140
TCFG Wealth Management
California
$577K
TIA
1141
TCFG Investment Advisors
California
$577K
AMG
1142
APS Management Group
California
$572K
BFPW
1143
BOK Financial Private Wealth
Colorado
$572K
SFG
1144
Sovereign Financial Group
Connecticut
$571K
HC
1145
Hamilton Capital
Ohio
$570K
M
1146
MOTCO
Texas
$569K
PCM
1147
Parsons Capital Management
Rhode Island
$568K
BF
1148
Brogan Financial
Tennessee
$568K
SP
1149
Stablepoint Partners
Massachusetts
$568K
SIA
1150
Soltis Investment Advisors
Utah
$567K