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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
HWP
1276
Highline Wealth Partners
California
$429K
VCP
1277
Verus Capital Partners
Arizona
$427K
LWMT
1278
Legacy Wealth Management (Tennessee)
Tennessee
$424K
LAS
1279
LWM Advisory Services
Florida
$424K
GPW
1280
Gray Private Wealth
Massachusetts
$421K
SWASL
1281
Spartan Wealth Advisory Services LLC
Michigan
$421K
AMPWP
1282
Alvarez & Marsal Private Wealth Partners
Florida
$420K
BSA
1283
Braun Stacey Associates
New York
$420K
SOS
1284
Silver Oak Securities
Tennessee
$420K
PPW
1285
Pasadena Private Wealth
California
$419K
EWM
1286
Elevation Wealth Management
Minnesota
$419K
MWP
1287
Madison Wealth Partners
Wisconsin
$417K
PB
1288
Pinnacle Bancorp
Nebraska
$417K
AAG
1289
Armstrong Advisory Group
Massachusetts
$415K
DCM
1290
DGS Capital Management
New Jersey
$413K
DM
1291
Diversified Management
Wisconsin
$413K
CFS
1292
Coordinated Financial Services
Colorado
$413K
MWM
1293
Mascagni Wealth Management
Mississippi
$412K
NDBT
1294
North Dallas Bank & Trust
Texas
$412K
CWM
1295
Curtis Wealth Management
Nevada
$412K
IFWM
1296
Institute for Wealth Management
Colorado
$411K
RB
1297
Renasant Bank
Mississippi
$411K
MAS
1298
Meeder Advisory Services
Ohio
$411K
BBPWM
1299
Blue Bell Private Wealth Management
Pennsylvania
$409K
PW
1300
PUREfi Wealth
Massachusetts
$409K