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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
MSWA
1676
Marshall & Sterling Wealth Advisors
New York
$166K
CF
1677
Centaurus Financial
California
$165K
MFT
1678
Moisand Fitzgerald Tamayo
Florida
$163K
GWS
1679
Greykasell Wealth Strategies
California
$162K
VC
1680
Vestor Capital
Illinois
$160K
DFC
1681
DB Fitzpatrick & Co
Idaho
$159K
HBT
1682
Hills Bank & Trust
Iowa
$155K
CBT
1683
CoreFirst Bank & Trust
Kansas
$151K
PCA
1684
Providence Capital Advisors
North Carolina
$151K
USB
1685
Union Savings Bank
Connecticut
$151K
TWC
1686
TD Waterhouse Canada
Ontario, Canada
$148K
AFC
1687
Ares Financial Consulting
California
$146K
PP
1688
Pacifica Partners
Canada
$145K
FFG
1689
Forum Finance Group
$144K
CFD
1690
Creative Financial Designs
Indiana
$142K
FFA
1691
Frazier Financial Advisors
Ohio
$141K
SIP
1692
Sellwood Investment Partners
Oregon
$141K
HPWM
1693
High Point Wealth Management
New Jersey
$141K
MDCM
1694
Morgan Dempsey Capital Management
Wisconsin
$140K
PFSC
1695
Peoples Financial Services Corp
Pennsylvania
$139K
CSC
1696
Caldwell Sutter Capital
California
$139K
BFP
1697
Birchwood Financial Partners
Minnesota
$135K
CWM
1698
Copia Wealth Management
Oregon
$134K
MG
1699
MilWealth Group
Wisconsin
$132K
CA
1700
Cache Advisors
California
$130K