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iShares Russell 1000 Value ETF

1,873 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, 576 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: 576 | Existing positions reduced: 694

61% less call options, than puts

Call options by funds: $117M | Put options by funds: $298M

Holders
1,873
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
CA
1451
Crumly & Associates
Illinois
$296K
TFM
1452
TFC Financial Management
Massachusetts
$294K
NB
1453
NBT Bank
New York
$294K
TC
1454
Trilogy Capital
California
$292K
OWA
1455
One Wealth Advisors
California
$291K
GBWM
1456
Granite Bay Wealth Management
New Hampshire
$291K
MPW
1457
MASECO Private Wealth
$291K
VDC
1458
Van Diest Capital
Iowa
$290K
CM
1459
Cornerstone Management
Georgia
$290K
MBTD
1460
Mechanics Bank - Trust Department
California
$290K
SFP
1461
Strategic Financial Partners
Oregon
$288K
CFP
1462
Catalyst Financial Partners
Massachusetts
$287K
PFA
1463
Pillar Financial Advisors
Kentucky
$286K
SWM
1464
Stockman Wealth Management
Montana
$285K
EFP
1465
EnRich Financial Partners
Wisconsin
$285K
MFP
1466
Meridian Financial Partners
Virginia
$284K
HPC
1467
HM Payson & Co
Maine
$284K
PRAG
1468
Portfolio Resources Advisor Group
Florida
$284K
FAM
1469
Formidable Asset Management
Ohio
$283K
GAM
1470
Gemmer Asset Management
California
$283K
LSA
1471
Lansing Street Advisors
Pennsylvania
$282K
LWM
1472
Liberty Wealth Management
California
$282K
SA
1473
Sicart Associates
New York
$281K
TWM
1474
Tanglewood Wealth Management
Texas
$281K
RFM
1475
Royal Fund Management
Florida
$280K