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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
CFP
1476
Catalyst Financial Partners
Massachusetts
$287K
PFA
1477
Pillar Financial Advisors
Kentucky
$286K
SWM
1478
Stockman Wealth Management
Montana
$285K
EFP
1479
EnRich Financial Partners
Wisconsin
$285K
MFP
1480
Meridian Financial Partners
Virginia
$284K
HPC
1481
HM Payson & Co
Maine
$284K
PRAG
1482
Portfolio Resources Advisor Group
Florida
$284K
FAM
1483
Formidable Asset Management
Ohio
$283K
GAM
1484
Gemmer Asset Management
California
$283K
LSA
1485
Lansing Street Advisors
Pennsylvania
$282K
LWM
1486
Liberty Wealth Management
California
$282K
SA
1487
Sicart Associates
New York
$281K
TWM
1488
Tanglewood Wealth Management
Texas
$281K
RFM
1489
Royal Fund Management
Florida
$280K
TLFA
1490
True Link Financial Advisors
California
$280K
RLIM
1491
Red Lighthouse Investment Management
New York
$279K
MWM
1492
MorganRosel Wealth Management
Colorado
$279K
LWM
1493
Lakeridge Wealth Management
Ohio
$278K
DWP
1494
Daymark Wealth Partners
Ohio
$276K
NWP
1495
NerdWallet Wealth Partners
New York
$276K
AFA
1496
Allium Financial Advisors
Oregon
$276K
AC
1497
Addison Capital
Pennsylvania
$276K
LCAM
1498
London & Capital Asset Management
United Kingdom
$275K
KCA
1499
Kastel Capital Advisors
Massachusetts
$274K
SS
1500
Sunbelt Securities
Texas
$274K