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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
1701
SHP Wealth Management
Massachusetts
$129K
Schroder Investment Management Group
1702
Schroder Investment Management Group
United Kingdom
$128K
WAG
1703
Windsor Advisory Group
Ohio
$125K
WWM
1704
Wolff Wiese Magana
California
$125K
PCM
1705
Palouse Capital Management
Washington
$123K
CF
1706
Collier Financial
Colorado
$123K
HWA
1707
HHM Wealth Advisors
Tennessee
$119K
STB
1708
S&T Bank
Pennsylvania
$118K
CFSG
1709
Community Financial Services Group
Vermont
$115K
ETS
1710
ESL Trust Services
New York
$115K
RFA
1711
Register Financial Advisors
Georgia
$112K
BWA
1712
Basecamp Wealth Advisors
Washington
$111K
PWM
1713
Provident Wealth Management
Tennessee
$110K
SIS
1714
Sound Income Strategies
Florida
$109K
NIG
1715
NFJ Investment Group
Texas
$109K
JHCP
1716
Jackson Hole Capital Partners
Oklahoma
$106K
UCB
1717
United Community Bank
South Carolina
$105K
JWM
1718
JPL Wealth Management
Colorado
$105K
IA
1719
IFG Advisory
Georgia
$104K
AIA
1720
Arcadia Investment Advisors
Idaho
$103K
KCM
1721
Key Capital Management
Tennessee
$102K
CICI
1722
Capital Investment Counsel Inc
North Carolina
$101K
CMP
1723
Coston McIsaac & Partners
Maine
$100K
TF
1724
Tompkins Financial
New York
$98.7K
POIA
1725
Pin Oak Investment Advisors
Texas
$97K