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iShares Russell 1000 Value ETF

1,872 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, 576 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: 576 | Existing positions reduced: 694

61% less call options, than puts

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

Holders
1,872
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
MWM
101
Mission Wealth Management
California
$48M
American Century Companies
102
American Century Companies
Missouri
$47.9M
LEA
103
Legacy Edge Advisors
New York
$47.4M
KPWS
104
Kestra Private Wealth Services
Texas
$47M
AP
105
Americana Partners
Texas
$45.7M
CFM
106
Comprehensive Financial Management
California
$44.9M
MFIM
107
Mesirow Financial Investment Management
Illinois
$44.3M
RZH
108
Relyea Zuckerberg Hanson
Connecticut
$44.1M
Boston Partners
109
Boston Partners
Massachusetts
$43.3M
AllianceBernstein
110
AllianceBernstein
Tennessee
$43M
AQR Capital Management
111
AQR Capital Management
Connecticut
$41.5M
CBU
112
CIBC Bancorp USA
Illinois
$40.6M
CIA
113
Concurrent Investment Advisors
Florida
$40.5M
CIAS
114
CFS Investment Advisory Services
New Jersey
$40.4M
PFS
115
Prospera Financial Services
Texas
$38.6M
KAS
116
Kestra Advisory Services
Texas
$38.3M
SCB
117
Saudi Central Bank
Saudi Arabia
$38M
RFC
118
Regions Financial Corp
Alabama
$37.7M
WSFS
119
Wilmington Savings Fund Society
Delaware
$36.4M
N
120
Nuveen
North Carolina
$36.4M
CA
121
Clearstead Advisors
Ohio
$35.5M
CG
122
Corundum Group
Colorado
$35.4M
IC
123
IEQ Capital
California
$34.3M
CWM
124
Cordatus Wealth Management
Pennsylvania
$33.7M
MT
125
Midwest Trust
Kansas
$33.6M