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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
SSWM
1401
Smith Salley Wealth Management
North Carolina
$329K
NHC
1402
Nicholas Hoffman & Company
Georgia
$328K
JSL
1403
JT Stratford LLC
Georgia
$328K
SPP
1404
Single Point Partners
Massachusetts
$327K
CWMS
1405
CFG Wealth Management Services
Indiana
$326K
EL
1406
EWA LLC
Pennsylvania
$326K
TCOT
1407
Trust Company of Toledo
Ohio
$325K
TVPW
1408
Third View Private Wealth
Connecticut
$325K
ERIC
1409
Eagle Rock Investment Company
Georgia
$323K
PWP
1410
Private Wealth Partners
California
$322K
PWMAG
1411
Pinnacle Wealth Management Advisory Group
New Jersey
$322K
BCM
1412
Boreal Capital Management
Florida
$321K
TIM
1413
Thompson Investment Management
Wisconsin
$321K
WA
1414
Wealth Architects
California
$320K
WBG
1415
Wharton Business Group
Pennsylvania
$320K
HR
1416
Howe & Rusling
New York
$319K
PWMG
1417
Pinnacle Wealth Management Group
Michigan
$319K
MLL
1418
Moody Lynn & Lieberson
Massachusetts
$319K
BEAM
1419
Baker Ellis Asset Management
Washington
$317K
EIP
1420
Easterly Investment Partners
Massachusetts
$317K
PWM
1421
Praetorian Wealth Management
California
$316K
LI
1422
LMCG Investments
Massachusetts
$316K
LGA
1423
Lebenthal Global Advisors
New York
$315K
CPCM
1424
Cardinal Point Capital Management
Ontario, Canada
$312K
SFG
1425
SNS Financial Group
Minnesota
$311K