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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
TLFA
1476
True Link Financial Advisors
California
$280K
RLIM
1477
Red Lighthouse Investment Management
New York
$279K
MWM
1478
MorganRosel Wealth Management
Colorado
$279K
LWM
1479
Lakeridge Wealth Management
Ohio
$278K
DWP
1480
Daymark Wealth Partners
Ohio
$276K
NWP
1481
NerdWallet Wealth Partners
New York
$276K
AFA
1482
Allium Financial Advisors
Oregon
$276K
AC
1483
Addison Capital
Pennsylvania
$276K
LCAM
1484
London & Capital Asset Management
United Kingdom
$275K
KCA
1485
Kastel Capital Advisors
Massachusetts
$274K
SS
1486
Sunbelt Securities
Texas
$274K
MIM
1487
MTM Investment Management
South Carolina
$274K
RMAM
1488
Raab & Moskowitz Asset Management
New Jersey
$273K
SAM
1489
S.A. Mason
Michigan
$273K
PF
1490
PlanWiser Financial
Colorado
$273K
OCM
1491
Orion Capital Management
California
$272K
RCM
1492
RMR Capital Management
California
$272K
SIC
1493
Sterling Investment Counsel
New York
$272K
PP
1494
PDS Planning
Ohio
$271K
CBT
1495
Crews Bank & Trust
Florida
$271K
ONST
1496
Old North State Trust
North Carolina
$271K
CKAIS
1497
Christensen King & Associates Investment Services
Washington
$270K
OFA
1498
Oak Family Advisors
Illinois
$270K
BP
1499
BBR Partners
New York
$269K
EGWAG
1500
Elwood & Goetz Wealth Advisory Group
Georgia
$269K