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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
SF
1326
Symphony Financial
Texas
$383K
B
1327
Bayban
Minnesota
$381K
AWM
1328
Arista Wealth Management
Nevada
$380K
TWA
1329
Talisman Wealth Advisors
New Jersey
$380K
HFS
1330
Hantz Financial Services
Michigan
$379K
BHPW
1331
Box Hill Private Wealth
Arizona
$379K
MC
1332
Matisse Capital
Oregon
$377K
AWM
1333
Altus Wealth Management
Kentucky
$376K
SW
1334
SVB Wealth
Massachusetts
$375K
EPM
1335
Elm Partners Management
Pennsylvania
$374K
PEA
1336
Park Edge Advisors
Ohio
$373K
SC
1337
Schoolcraft Capital
Colorado
$373K
FW
1338
Fairway Wealth
Ohio
$373K
VPF
1339
Vantage Point Financial
Illinois
$373K
WMP
1340
Wealth Management Partners
Arizona
$371K
FPCG
1341
Forum Private Client Group
Indiana
$369K
IC
1342
Inscription Capital
Texas
$369K
MA
1343
MJP Associates
Connecticut
$369K
AWMG
1344
Alliance Wealth Management Group
New Jersey
$369K
RRWA
1345
Rainey & Randall Wealth Advisors
Florida
$368K
EWA
1346
Emergent Wealth Advisors
New York
$366K
OFS
1347
Orrstown Financial Services
Pennsylvania
$364K
KWM
1348
Keebeck Wealth Management
Illinois
$364K
PL
1349
Plancorp LLC
Missouri
$362K
LA
1350
LVW Advisors
New York
$361K