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iShares Russell 1000 Value ETF

1,874 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, 577 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: 577 | Existing positions reduced: 694

61% less call options, than puts

Call options by funds: $117M | Put options by funds: $298M

Holders
1,874
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
PWM
1176
Parkshore Wealth Management
California
$533K
PGA
1177
Portland Global Advisors
Maine
$532K
ME
1178
McIlrath & Eck
Washington
$532K
SWP
1179
Summit Wealth Partners
Florida
$530K
WFAG
1180
Wescott Financial Advisory Group
Pennsylvania
$528K
MC
1181
Moors & Cabot
Massachusetts
$528K
AF
1182
Atala Financial
California
$522K
EC
1183
EdgeRock Capital
Colorado
$517K
BFS
1184
Beacon Financial Strategies
North Carolina
$514K
YIA
1185
YHB Investment Advisors
Connecticut
$513K
Invesco
1186
Invesco
Georgia
$513K
FCAM
1187
First Citizens Asset Management
North Carolina
$507K
CPBTD
1188
Central Pacific Bank - Trust Division
Hawaii
$506K
AAM
1189
Austin Asset Management
Texas
$504K
PWW
1190
Pettyjohn Wood & White
Virginia
$504K
CAAM
1191
Cornerstone Advisors Asset Management
Pennsylvania
$504K
OIM
1192
Oder Investment Management
California
$503K
ISWM
1193
Independent Solutions Wealth Management
New York
$501K
BDF
1194
Black Diamond Financial
Maryland
$500K
PAM
1195
Palisade Asset Management
Minnesota
$499K
LPAM
1196
Lodestar Private Asset Management
California
$498K
FMTC
1197
Farmers & Merchants Trust Company
California
$497K
HP
1198
HT Partners
Connecticut
$496K
EIP
1199
Ellis Investment Partners
Pennsylvania
$496K
AA
1200
Aufman Associates
Pennsylvania
$494K