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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
HPWM
1676
High Point Wealth Management
New Jersey
$141K
MDCM
1677
Morgan Dempsey Capital Management
Wisconsin
$140K
PFSC
1678
Peoples Financial Services Corp
Pennsylvania
$139K
CSC
1679
Caldwell Sutter Capital
California
$139K
BFP
1680
Birchwood Financial Partners
Minnesota
$135K
CWM
1681
Copia Wealth Management
Oregon
$134K
MG
1682
MilWealth Group
Wisconsin
$132K
CA
1683
Cache Advisors
California
$130K
SWM
1684
SHP Wealth Management
Massachusetts
$129K
Schroder Investment Management Group
1685
Schroder Investment Management Group
United Kingdom
$128K
WAG
1686
Windsor Advisory Group
Ohio
$125K
WWM
1687
Wolff Wiese Magana
California
$125K
PCM
1688
Palouse Capital Management
Washington
$123K
CF
1689
Collier Financial
Colorado
$123K
HWA
1690
HHM Wealth Advisors
Tennessee
$119K
STB
1691
S&T Bank
Pennsylvania
$118K
CFSG
1692
Community Financial Services Group
Vermont
$115K
ETS
1693
ESL Trust Services
New York
$115K
RFA
1694
Register Financial Advisors
Georgia
$112K
PWM
1695
Provident Wealth Management
Tennessee
$110K
SIS
1696
Sound Income Strategies
Florida
$109K
NIG
1697
NFJ Investment Group
Texas
$109K
JHCP
1698
Jackson Hole Capital Partners
Oklahoma
$106K
UCB
1699
United Community Bank
South Carolina
$105K
JWM
1700
JPL Wealth Management
Colorado
$105K