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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
JFA
1376
JNBA Financial Advisors
Minnesota
$352K
SEEDPG
1377
S.E.E.D. Planning Group
New York
$352K
BWM
1378
BCGM Wealth Management
Indiana
$351K
AP
1379
Appleton Partners
Massachusetts
$350K
FLP
1380
Financial Life Planners
Arizona
$350K
BI
1381
Berkeley Inc
Idaho
$350K
CWL
1382
Causey Wealth LLC
Colorado
$350K
HAIM
1383
Hunter Associates Investment Management
Pennsylvania
$349K
DWA
1384
Delap Wealth Advisory
Oregon
$348K
AF
1385
Align Financial
Minnesota
$347K
CBB
1386
Citizens Business Bank
California
$347K
KWA
1387
Kondo Wealth Advisors
California
$346K
PC
1388
Permanens Capital
New York
$346K
PA
1389
Powerhouse Assets
Massachusetts
$345K
HAFG
1390
Hansen & Associates Financial Group
California
$344K
TCM
1391
TD Capital Management
Tennessee
$343K
LNB
1392
Ledyard National Bank
$338K
JC
1393
JB Capital
Connecticut
$338K
RWM
1394
Riverbend Wealth Management
South Carolina
$338K
FPTW
1395
Franklin, Parlapiano, Turner & Welch
Texas
$338K
HW
1396
Hamilton Wealth
California
$337K
APW
1397
Acima Private Wealth
Virginia
$335K
JJBC
1398
James J. Burns & Company
New York
$335K
CAG
1399
Csenge Advisory Group
Florida
$335K
CCM
1400
Compass Capital Management
Minnesota
$334K