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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
EFA
1551
Englebert Financial Advisers
Pennsylvania
$242K
First Trust Advisors
1552
First Trust Advisors
Illinois
$241K
FAB
1553
First American Bank
Illinois
$241K
3IP
1554
3Chopt Investment Partners
Virginia
$238K
TW
1555
Tempo Wealth
Ohio
$238K
IRP
1556
Investment Research Partners
Pennsylvania
$238K
RWA
1557
Resolute Wealth Advisor
Ohio
$238K
CH
1558
CDKV Holdings
Colorado
$237K
TWM
1559
TRB Wealth Management
Texas
$237K
IWS
1560
Insight Wealth Strategies
California
$236K
SWM
1561
SK Wealth Management
Rhode Island
$236K
VFG
1562
V2 Financial group
Illinois
$235K
TFA
1563
TandemGrowth Financial Advisors
Georgia
$235K
KL
1564
KilterHowling LLC
Colorado
$234K
PWM
1565
Pines Wealth Management
North Carolina
$234K
BCM
1566
Brookmont Capital Management
Texas
$232K
SSW
1567
Stone Summit Wealth
Florida
$232K
BWMG
1568
Barnes Wealth Management Group
California
$231K
VAF
1569
Values Added Financial
District of Columbia
$231K
RC
1570
Roundview Capital
New Jersey
$231K
GSIAS
1571
Garden State Investment Advisory Services
New Jersey
$230K
MWA
1572
Medallion Wealth Advisors
Connecticut
$229K
WFA
1573
West Financial Advisors
Iowa
$229K
HNWAG
1574
High Net Worth Advisory Group
Florida
$229K
SWP
1575
Strategic Wealth Partners
Ohio
$229K