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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
HIS
1201
Horizon Investment Services
Indiana
$493K
FC
1202
Fusion Capital
South Carolina
$492K
HCM
1203
Hamlin Capital Management
New York
$491K
ODIJL
1204
One Day In July LLC
Vermont
$490K
CFG
1205
Clayton Financial Group
Missouri
$486K
LSPW
1206
Lake Street Private Wealth
Illinois
$485K
PIA
1207
Petredis Investment Advisors
Pennsylvania
$485K
CAMG
1208
CWA Asset Management Group
Florida
$484K
TIM
1209
Tortoise Investment Management
New York
$481K
MFS
1210
McNamara Financial Services
Massachusetts
$480K
MSA
1211
Marino Stram & Associates
Massachusetts
$479K
TCM
1212
Towercrest Capital Management
Pennsylvania
$477K
IAN
1213
Integrated Advisors Network
Texas
$476K
HCM
1214
Hollencrest Capital Management
California
$475K
WI
1215
WrapManager Inc
California
$474K
SLG
1216
Stanley-Laman Group
Pennsylvania
$473K
RDFA
1217
Ritter Daniher Financial Advisory
Ohio
$472K
CF
1218
Clarity Financial
Texas
$472K
TI
1219
Truepoint Inc
Ohio
$472K
BIAS
1220
Beacon Investment Advisory Services
New Jersey
$471K
WEG
1221
World Equity Group
Illinois
$468K
AWP
1222
Accretive Wealth Partners
New Jersey
$466K
RWM
1223
Rockwood Wealth Management
Pennsylvania
$466K
TSWM
1224
Triangle Securities Wealth Management
North Carolina
$465K
TW
1225
TritonPoint Wealth
Maryland
$465K