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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
CA
1301
Crewe Advisors
Utah
$401K
SW
1302
SteelPeak Wealth
California
$400K
IIM
1303
Ironwood Investment Management
Massachusetts
$399K
PGWA
1304
Plus Group Wealth Advisors
Wisconsin
$399K
AWP
1305
Abacus Wealth Partners
California
$397K
WT
1306
Washington Trust
Rhode Island
$396K
MP
1307
McDonald Partners
Ohio
$395K
MFG
1308
Macco Financial Group
Wisconsin
$395K
AT
1309
Arlington Trust
Alabama
$395K
PPW
1310
PACK Private Wealth
Minnesota
$394K
SPG
1311
Strategic Planning Group
Utah
$393K
SWP
1312
ShoreHaven Wealth Partners
New Jersey
$392K
RWMH
1313
Riverpoint Wealth Management Holdings
Illinois
$392K
JPWM
1314
Jamison Private Wealth Management
Georgia
$391K
BCA
1315
Bay Capital Advisors
Virginia
$391K
NWM
1316
Navigate Wealth Management
Alabama
$389K
BF
1317
Baring Financial
Washington
$389K
CCP
1318
Cassia Capital Partners
North Carolina
$388K
FSA
1319
Financial Sense Advisors
California
$387K
HDA
1320
Harold Davidson & Associates
California
$387K
CCG
1321
Cypress Capital Group
Florida
$386K
BOH
1322
Bank of Hawaii
Hawaii
$385K
GKIM
1323
GW&K Investment Management
Massachusetts
$385K
CIBC World Market
1324
CIBC World Market
Ontario, Canada
$384K
NAS
1325
NWF Advisory Services
California
$384K