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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
TWP
1251
Triad Wealth Partners
Kansas
$445K
LKWM
1252
Lee-Kelleher Wealth Management
Maryland
$445K
VCM
1253
Versant Capital Management
Arizona
$443K
BCMLT
1254
Beacon Capital Management LLC (Tennessee)
Tennessee
$442K
CCM
1255
Canal Capital Management
Virginia
$441K
CA
1256
COFG Advisors
Illinois
$441K
MCA
1257
MSH Capital Advisors
Arizona
$440K
DDPIC
1258
Deroy & Devereaux Private Investment Counsel
Michigan
$440K
RSEWM
1259
River's Edge Wealth Management
Pennsylvania
$439K
RDWM
1260
Red Door Wealth Management
Tennessee
$439K
MIAS
1261
Mason Investment Advisory Services
Virginia
$432K
CCFM
1262
Clear Creek Financial Management
Washington
$430K
AFG
1263
Atomi Financial Group
New York
$429K
HWP
1264
Highline Wealth Partners
California
$429K
VCP
1265
Verus Capital Partners
Arizona
$427K
LWMT
1266
Legacy Wealth Management (Tennessee)
Tennessee
$424K
LAS
1267
LWM Advisory Services
Florida
$424K
GPW
1268
Gray Private Wealth
Massachusetts
$421K
SWASL
1269
Spartan Wealth Advisory Services LLC
Michigan
$421K
AMPWP
1270
Alvarez & Marsal Private Wealth Partners
Florida
$420K
BSA
1271
Braun Stacey Associates
New York
$420K
SOS
1272
Silver Oak Securities
Tennessee
$420K
PPW
1273
Pasadena Private Wealth
California
$419K
EWM
1274
Elevation Wealth Management
Minnesota
$419K
MWP
1275
Madison Wealth Partners
Wisconsin
$417K