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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
MIM
1501
MTM Investment Management
South Carolina
$274K
RMAM
1502
Raab & Moskowitz Asset Management
New Jersey
$273K
SAM
1503
S.A. Mason
Michigan
$273K
PF
1504
PlanWiser Financial
Colorado
$273K
OCM
1505
Orion Capital Management
California
$272K
RCM
1506
RMR Capital Management
California
$272K
SIC
1507
Sterling Investment Counsel
New York
$272K
PP
1508
PDS Planning
Ohio
$271K
CBT
1509
Crews Bank & Trust
Florida
$271K
ONST
1510
Old North State Trust
North Carolina
$271K
CKAIS
1511
Christensen King & Associates Investment Services
Washington
$270K
OFA
1512
Oak Family Advisors
Illinois
$270K
BP
1513
BBR Partners
New York
$269K
EGWAG
1514
Elwood & Goetz Wealth Advisory Group
Georgia
$269K
PA
1515
Persium Advisors
Georgia
$266K
PIM
1516
Penobscot Investment Management
Massachusetts
$266K
PMWMG
1517
Parr McKnight Wealth Management Group
Minnesota
$265K
AP
1518
Atwood & Palmer
Missouri
$264K
AGWCA
1519
Annis Gardner Whiting Capital Advisors
Florida
$263K
Wealthfront Advisers
1520
Wealthfront Advisers
California
$263K
KBFS
1521
Kohmann Bosshard Financial Services
Ohio
$262K
AHB
1522
Abner Herrman & Brock
New Jersey
$261K
GWM
1523
Greenhouse Wealth Management
Connecticut
$261K
EWP
1524
Elevation Wealth Partners
California
$261K
FC
1525
Farringdon Capital
United Kingdom
$261K