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iShares Russell 1000 Value ETF

1,872 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
1,872
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
WHG
126
Westwood Holdings Group
Texas
$33.3M
PSP
127
Pacific Sage Partners
Washington
$33.1M
PWM
128
Proathlete Wealth Management
Florida
$32.9M
LFWA
129
LBJ Family Wealth Advisors
Texas
$32.9M
HSBC Holdings
130
HSBC Holdings
United Kingdom
$32.4M
EIG
131
Ellenbecker Investment Group
Wisconsin
$31.4M
SAM
132
Silvercrest Asset Management
New York
$31.3M
SA
133
Sanctuary Advisors
Indiana
$31.2M
JE
134
JMAC Enterprises
Pennsylvania
$30.8M
OS
135
Objectivity Squared
South Carolina
$30.7M
KeyBank National Association
136
KeyBank National Association
Ohio
$30.6M
CI
137
Cambiar Investors
Colorado
$30M
SQA
138
Simon Quick Advisors
New Jersey
$29.7M
SC
139
Savant Capital
Illinois
$29.6M
RWB
140
RMR Wealth Builders
New Jersey
$29.3M
QCM
141
Quantinno Capital Management
New York
$28.3M
ANTB
142
AMG National Trust Bank
Colorado
$27.9M
CA
143
Claro Advisors
Massachusetts
$27.2M
CAL
144
Capital Advisors Ltd
Ohio
$26.9M
LA
145
LWM Advisors
California
$26.8M
FAM
146
Flaharty Asset Management
Florida
$26.6M
FHC
147
First Horizon Corporation
Tennessee
$26.6M
Cambridge Investment Research Advisors
148
Cambridge Investment Research Advisors
Iowa
$26.4M
TA
149
TruWealth Advisors
Louisiana
$26.2M
SA
150
Sylvest Advisors
Texas
$26.1M