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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
MPCG
1401
Matrix Private Capital Group
New York
$333K
OHWP
1402
Oak Harbor Wealth Partners
North Carolina
$333K
EFA
1403
Evernest Financial Advisors
Indiana
$333K
TC
1404
Trust Company
Kansas
$333K
OLA
1405
Oliver Luxxe Assets
New Jersey
$333K
LG
1406
LaFleur & Godfrey
Michigan
$332K
SCM
1407
Stonehearth Capital Management
Massachusetts
$332K
SC
1408
Stephenson & Company
California
$331K
MFA
1409
McClarren Financial Advisors
Pennsylvania
$331K
DA
1410
Doliver Advisors
Texas
$331K
KWMG
1411
King Wealth Management Group
Florida
$331K
BHA
1412
Beech Hill Advisors
New York
$331K
BL
1413
Balentine LLC
Georgia
$330K
SSWM
1414
Smith Salley Wealth Management
North Carolina
$329K
NHC
1415
Nicholas Hoffman & Company
Georgia
$328K
JSL
1416
JT Stratford LLC
Georgia
$328K
SPP
1417
Single Point Partners
Massachusetts
$327K
CWMS
1418
CFG Wealth Management Services
Indiana
$326K
EL
1419
EWA LLC
Pennsylvania
$326K
TCOT
1420
Trust Company of Toledo
Ohio
$325K
TVPW
1421
Third View Private Wealth
Connecticut
$325K
ERIC
1422
Eagle Rock Investment Company
Georgia
$323K
PWP
1423
Private Wealth Partners
California
$322K
PWMAG
1424
Pinnacle Wealth Management Advisory Group
New Jersey
$322K
BCM
1425
Boreal Capital Management
Florida
$321K