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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
PA
1376
Powerhouse Assets
Massachusetts
$345K
HAFG
1377
Hansen & Associates Financial Group
California
$344K
TCM
1378
TD Capital Management
Tennessee
$343K
LNB
1379
Ledyard National Bank
$338K
JC
1380
JB Capital
Connecticut
$338K
RWM
1381
Riverbend Wealth Management
South Carolina
$338K
FPTW
1382
Franklin, Parlapiano, Turner & Welch
Texas
$338K
HW
1383
Hamilton Wealth
California
$337K
JJBC
1384
James J. Burns & Company
New York
$335K
APW
1385
Acima Private Wealth
Virginia
$335K
CAG
1386
Csenge Advisory Group
Florida
$335K
CCM
1387
Compass Capital Management
Minnesota
$334K
MPCG
1388
Matrix Private Capital Group
New York
$333K
OHWP
1389
Oak Harbor Wealth Partners
North Carolina
$333K
EFA
1390
Evernest Financial Advisors
Indiana
$333K
TC
1391
Trust Company
Kansas
$333K
OLA
1392
Oliver Luxxe Assets
New Jersey
$333K
LG
1393
LaFleur & Godfrey
Michigan
$332K
SCM
1394
Stonehearth Capital Management
Massachusetts
$332K
SC
1395
Stephenson & Company
California
$331K
MFA
1396
McClarren Financial Advisors
Pennsylvania
$331K
DA
1397
Doliver Advisors
Texas
$331K
KWMG
1398
King Wealth Management Group
Florida
$331K
BHA
1399
Beech Hill Advisors
New York
$331K
BL
1400
Balentine LLC
Georgia
$330K