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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
BB
1601
Berkshire Bank
Massachusetts
$218K
BA
1602
Bluesphere Advisors
Pennsylvania
$218K
TFG
1603
Tilson Financial Group
New Jersey
$218K
MCM
1604
Maple Capital Management
Vermont
$218K
Fiera Capital (Canada)
1605
Fiera Capital (Canada)
Quebec, Canada
$217K
CFS
1606
Cannon Financial Strategists
Georgia
$217K
FCMT
1607
Founders Capital Management (Texas)
Texas
$215K
CL
1608
CSS LLC
Illinois
$215K
WA
1609
Wealthstar Advisors
Texas
$215K
NCM
1610
Neumann Capital Management
California
$215K
IWA
1611
Inspirion Wealth Advisors
Illinois
$215K
LF
1612
Lighthouse Financial
Florida
$215K
CTB
1613
Country Trust Bank
Illinois
$214K
GA
1614
Gordian Advisors
Arizona
$214K
OC
1615
Oarsman Capital
Wisconsin
$214K
JWBC
1616
J.W. Burns & Co
New York
$214K
FCCM
1617
First City Capital Management
Georgia
$214K
HTHT
1618
Hemenway Trust Hemenway Trust
New Hampshire
$214K
CST
1619
Charles Schwab Trust
Nevada
$213K
VAMG
1620
Voisard Asset Management Group
Michigan
$213K
WBCM
1621
Wilson & Boucher Capital Management
California
$210K
MCM
1622
Monument Capital Management
Virginia
$210K
CAM
1623
Columbia Asset Management
Michigan
$209K
LTI
1624
Laffer Tengler Investments
Tennessee
$209K
RF
1625
RetireMitten Financial
Michigan
$209K