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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
CIC
1126
Carnegie Investment Counsel
Ohio
$579K
SP
1127
SmartHarvest Portfolios
Washington
$579K
PWS
1128
Proactive Wealth Strategies
Georgia
$578K
TWM
1129
TCFG Wealth Management
California
$577K
TIA
1130
TCFG Investment Advisors
California
$577K
AMG
1131
APS Management Group
California
$572K
BFPW
1132
BOK Financial Private Wealth
Colorado
$572K
SFG
1133
Sovereign Financial Group
Connecticut
$571K
HC
1134
Hamilton Capital
Ohio
$570K
M
1135
MOTCO
Texas
$569K
PCM
1136
Parsons Capital Management
Rhode Island
$568K
BF
1137
Brogan Financial
Tennessee
$568K
SP
1138
Stablepoint Partners
Massachusetts
$568K
SIA
1139
Soltis Investment Advisors
Utah
$567K
QPWM
1140
Quadrant Private Wealth Management
Pennsylvania
$566K
RCA
1141
Runnymede Capital Advisors
Ohio
$566K
NWM
1142
Navigation Wealth Management
Colorado
$565K
FCFC
1143
First Commonwealth Financial Corp
Pennsylvania
$564K
KA
1144
Klingman & Associates
New York
$563K
FA
1145
Fiduciary Alliance
South Carolina
$561K
CWM
1146
Chicago Wealth Management
Illinois
$560K
TAM
1147
Townsend Asset Management
North Carolina
$559K
TM
1148
TigerOak Management
New Mexico
$559K
CNBOF
1149
City National Bank of Florida
Florida
$559K
SHGA
1150
Sand Hill Global Advisors
California
$559K