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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
IA
1701
IFG Advisory
Georgia
$104K
AIA
1702
Arcadia Investment Advisors
Idaho
$103K
KCM
1703
Key Capital Management
Tennessee
$102K
CICI
1704
Capital Investment Counsel Inc
North Carolina
$101K
CMP
1705
Coston McIsaac & Partners
Maine
$100K
TF
1706
Tompkins Financial
New York
$98.7K
POIA
1707
Pin Oak Investment Advisors
Texas
$97K
GCP
1708
Gill Capital Partners
Colorado
$96.2K
CFM
1709
Cornerstone Financial Management
Massachusetts
$95.1K
BWM
1710
Bernard Wealth Management
Michigan
$94.7K
AWM
1711
Abound Wealth Management
Tennessee
$93.7K
CTWM
1712
Cherry Tree Wealth Management
Minnesota
$92.1K
BH
1713
Burk Holdings
Oklahoma
$89.3K
FMB
1714
Field & Main Bank
Kentucky
$85.5K
GMA
1715
Glassy Mountain Advisors
Maryland
$84.6K
SEP
1716
Signature Equity Partners
Ohio
$84.2K
ST
1717
Smithfield Trust
Pennsylvania
$84K
PNC
1718
Park National Corp
Ohio
$82.3K
IA
1719
IFS Advisors
Kansas
$81.8K
NWMP
1720
Noble Wealth Management PBC
Colorado
$81.2K
IRC
1721
Investors Research Corp
Georgia
$80.8K
CAIM
1722
Catherine Avery Investment Management
Florida
$79.1K
SA
1723
SRH Advisors
Kansas
$79.1K
APW
1724
Atlantic Private Wealth
North Carolina
$77.8K
CT
1725
Caldwell Trust
Florida
$76.5K