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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
SWM
1576
SK Wealth Management
Rhode Island
$236K
VFG
1577
V2 Financial group
Illinois
$235K
TFA
1578
TandemGrowth Financial Advisors
Georgia
$235K
KL
1579
KilterHowling LLC
Colorado
$234K
PWM
1580
Pines Wealth Management
North Carolina
$234K
BCM
1581
Brookmont Capital Management
Texas
$232K
SSW
1582
Stone Summit Wealth
Florida
$232K
BWMG
1583
Barnes Wealth Management Group
California
$231K
VAF
1584
Values Added Financial
District of Columbia
$231K
RC
1585
Roundview Capital
New Jersey
$231K
GSIAS
1586
Garden State Investment Advisory Services
New Jersey
$230K
MWA
1587
Medallion Wealth Advisors
Connecticut
$229K
HNWAG
1588
High Net Worth Advisory Group
Florida
$229K
WFA
1589
West Financial Advisors
Iowa
$229K
SWP
1590
Strategic Wealth Partners
Ohio
$229K
CC
1591
Chicago Capital
Illinois
$228K
AFM
1592
Armstrong Fleming & Moore
District of Columbia
$228K
VDI
1593
Vaughan David Investments
Illinois
$227K
FAT
1594
First American Trust
California
$226K
HC
1595
Headland Capital
South Carolina
$225K
BIG
1596
Builder Investment Group
Georgia
$225K
TCM
1597
Tandem Capital Management
New Jersey
$225K
MPIA
1598
Mountain Pacific Investment Advisers
Idaho
$224K
JMFC
1599
J.M. Forbes & Co
Massachusetts
$224K
LIA
1600
Luken Investment Analytics
Tennessee
$224K