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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
BPW
1176
Bingham Private Wealth
California
$545K
HPIA
1177
Hamilton Point Investment Advisors
North Carolina
$544K
CW
1178
Cedarwood Wealth
Colorado
$542K
Members Trust
1179
Members Trust
Florida
$541K
AIC
1180
Archer Investment Corporation
Indiana
$540K
CC
1181
Cypress Capital
Tennessee
$538K
WCM
1182
WealthBridge Capital Management
Ohio
$537K
NCM
1183
NCM Capital Management
New Jersey
$536K
WCP
1184
Wealthcare Capital Partners
Pennsylvania
$536K
EIA
1185
Edgemoor Investment Advisors
Maryland
$535K
IA
1186
Insight Advisors
Pennsylvania
$535K
PWM
1187
Parkshore Wealth Management
California
$533K
PGA
1188
Portland Global Advisors
Maine
$532K
ME
1189
McIlrath & Eck
Washington
$532K
SWP
1190
Summit Wealth Partners
Florida
$530K
WFAG
1191
Wescott Financial Advisory Group
Pennsylvania
$528K
MC
1192
Moors & Cabot
Massachusetts
$528K
AF
1193
Atala Financial
California
$522K
EC
1194
EdgeRock Capital
Colorado
$517K
BFS
1195
Beacon Financial Strategies
North Carolina
$514K
YIA
1196
YHB Investment Advisors
Connecticut
$513K
Invesco
1197
Invesco
Georgia
$513K
FCAM
1198
First Citizens Asset Management
North Carolina
$507K
CPBTD
1199
Central Pacific Bank - Trust Division
Hawaii
$506K
AAM
1200
Austin Asset Management
Texas
$504K