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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
PA
1501
Persium Advisors
Georgia
$266K
PIM
1502
Penobscot Investment Management
Massachusetts
$266K
PMWMG
1503
Parr McKnight Wealth Management Group
Minnesota
$265K
AP
1504
Atwood & Palmer
Missouri
$264K
AGWCA
1505
Annis Gardner Whiting Capital Advisors
Florida
$263K
Wealthfront Advisers
1506
Wealthfront Advisers
California
$263K
KBFS
1507
Kohmann Bosshard Financial Services
Ohio
$262K
AHB
1508
Abner Herrman & Brock
New Jersey
$261K
GWM
1509
Greenhouse Wealth Management
Connecticut
$261K
EWP
1510
Elevation Wealth Partners
California
$261K
FC
1511
Farringdon Capital
United Kingdom
$261K
AWAP
1512
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$260K
CC
1513
Commons Capital
Massachusetts
$259K
HWMC
1514
Heritage Wealth Management (California)
California
$258K
FWP
1515
Falcon Wealth Planning
California
$257K
UWM
1516
USAdvisors Wealth Management
Minnesota
$257K
CF
1517
Convergence Financial
Missouri
$257K
SL
1518
Sentinus LLC
Illinois
$257K
MTIC
1519
Missouri Trust & Investment Company
Missouri
$256K
HFS
1520
Howard Financial Services
Texas
$256K
NAMM
1521
NorthStar Asset Management (Massachusetts)
Massachusetts
$254K
LA
1522
Latitude Advisors
Florida
$254K
FWIA
1523
Fort Washington Investment Advisors
Ohio
$253K
ISFAN
1524
Investor's Fiduciary Advisor Network
Washington
$252K
SCM
1525
Sterling Capital Management
North Carolina
$252K