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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
JPWM
1326
Jamison Private Wealth Management
Georgia
$391K
BCA
1327
Bay Capital Advisors
Virginia
$391K
NWM
1328
Navigate Wealth Management
Alabama
$389K
BF
1329
Baring Financial
Washington
$389K
CCP
1330
Cassia Capital Partners
North Carolina
$388K
FSA
1331
Financial Sense Advisors
California
$387K
HDA
1332
Harold Davidson & Associates
California
$387K
CCG
1333
Cypress Capital Group
Florida
$386K
BOH
1334
Bank of Hawaii
Hawaii
$385K
GKIM
1335
GW&K Investment Management
Massachusetts
$385K
CIBC World Market
1336
CIBC World Market
Ontario, Canada
$384K
NAS
1337
NWF Advisory Services
California
$384K
SF
1338
Symphony Financial
Texas
$383K
B
1339
Bayban
Minnesota
$381K
AWM
1340
Arista Wealth Management
Nevada
$380K
TWA
1341
Talisman Wealth Advisors
New Jersey
$380K
HFS
1342
Hantz Financial Services
Michigan
$379K
BHPW
1343
Box Hill Private Wealth
Arizona
$379K
MC
1344
Matisse Capital
Oregon
$377K
AWM
1345
Altus Wealth Management
Kentucky
$376K
FNB
1346
Farmers National Bank
Kentucky
$375K
SW
1347
SVB Wealth
Massachusetts
$375K
EPM
1348
Elm Partners Management
Pennsylvania
$374K
PEA
1349
Park Edge Advisors
Ohio
$373K
FW
1350
Fairway Wealth
Ohio
$373K