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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
MGWA
1526
Monument Group Wealth Advisors
Massachusetts
$251K
LWANC
1527
Laurel Wealth Advisors (North Carolina)
North Carolina
$250K
QFW
1528
QTR Family Wealth
Florida
$250K
FPB
1529
First PREMIER Bank
South Dakota
$250K
DCM
1530
Donaldson Capital Management
Indiana
$249K
CRI
1531
Commonwealth Retirement Investments
Virginia
$249K
NG
1532
Novem Group
New York
$248K
1WA
1533
180 Wealth Advisors
Washington
$248K
SG
1534
Sharper & Granite
California
$248K
RS
1535
Retirement Solution
Washington
$247K
SAM
1536
SP Asset Management
California
$247K
PC
1537
Pecaut & Co
Iowa
$247K
AFP
1538
Alpha Financial Partners
Kentucky
$247K
CWP
1539
Curated Wealth Partners
California
$246K
JTWM
1540
Jackson Thornton Wealth Management
Alabama
$245K
MHI
1541
Miller Howard Investments
New York
$245K
PIMG
1542
Patriot Investment Management Group
Tennessee
$245K
BHWM
1543
Beaird Harris Wealth Management
Texas
$244K
FWA
1544
FSM Wealth Advisors
Ohio
$243K
PP
1545
Patten & Patten
Tennessee
$242K
MCA
1546
Millennium Capital Advisors
Arkansas
$242K
AOWM
1547
Asset One Wealth Management
Washington
$242K
KCM
1548
Kathmere Capital Management
Pennsylvania
$242K
AA
1549
Addison Advisors
Vermont
$242K
HAM
1550
Harmony Asset Management
Arizona
$242K