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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
WJWM
1251
Williams Jones Wealth Management
New York
$454K
HG
1252
Harbor Group
New Hampshire
$452K
AA
1253
Advisory Alpha
Michigan
$451K
FPF
1254
First Pacific Financial
Washington
$451K
BCG
1255
Bravias Capital Group
New Jersey
$450K
AIM
1256
Advyzon Investment Management
Illinois
$449K
BA
1257
Ballew Advisors
Mississippi
$449K
CWS
1258
Cypress Wealth Services
California
$448K
BEI
1259
Benjamin Edwards Inc
Missouri
$447K
WH
1260
Willner & Heller
California
$446K
WSWA
1261
Warren Street Wealth Advisors
California
$446K
TWP
1262
Triad Wealth Partners
Kansas
$445K
LKWM
1263
Lee-Kelleher Wealth Management
Maryland
$445K
FNT
1264
First Nebraska Trust
Nebraska
$444K
VCM
1265
Versant Capital Management
Arizona
$443K
BCMLT
1266
Beacon Capital Management LLC (Tennessee)
Tennessee
$442K
CCM
1267
Canal Capital Management
Virginia
$441K
CA
1268
COFG Advisors
Illinois
$441K
MCA
1269
MSH Capital Advisors
Arizona
$440K
DDPIC
1270
Deroy & Devereaux Private Investment Counsel
Michigan
$440K
RSEWM
1271
River's Edge Wealth Management
Pennsylvania
$439K
RDWM
1272
Red Door Wealth Management
Tennessee
$439K
MIAS
1273
Mason Investment Advisory Services
Virginia
$432K
CCFM
1274
Clear Creek Financial Management
Washington
$430K
AFG
1275
Atomi Financial Group
New York
$429K