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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
PWMG
1776
Prestige Wealth Management Group
New Jersey
$42.9K
AWM
1777
Aberdeen Wealth Management
Illinois
$42.7K
CFFP
1778
Center for Financial Planning
Michigan
$42.5K
PIP
1779
Peachtree Investment Partners
Florida
$41K
DCM
1780
Davis Capital Management
Florida
$40.4K
RWM
1781
RMG Wealth Management
Wisconsin
$39.9K
SIC
1782
SJS Investment Consulting
Ohio
$39.1K
BAM
1783
Bellevue Asset Management
Washington
$37.4K
MLA
1784
MB, Levis & Associates
Pennsylvania
$35K
NECFA
1785
New England Capital Financial Advisors
Connecticut
$34.6K
DAM
1786
Delta Asset Management
Tennessee
$34.2K
GWM
1787
Grand Wealth Management
Michigan
$31.6K
HWA
1788
Heritage Wealth Advisors
Virginia
$31.2K
AW
1789
Avion Wealth
Texas
$30K
MWC
1790
MBM Wealth Consultants
Missouri
$29.4K
MSFP
1791
Mark Sheptoff Financial Planning
Connecticut
$29.2K
RMP
1792
Richards, Merrill & Peterson
Washington
$28.8K
AIA
1793
Armor Investment Advisors
North Carolina
$28.8K
MAS
1794
MPWM Advisory Solutions
Georgia
$28.2K
BIA
1795
Bell Investment Advisors
California
$27.6K
SIS
1796
Strategic Investment Solutions
Illinois
$27.4K
MBFW
1797
Morton Brown Family Wealth
Pennsylvania
$27.1K
CMBA
1798
C.M. Bidwell & Associates
Hawaii
$26.5K
SR
1799
Syntax Research
Florida
$26.1K
TCM
1800
Tanaka Capital Management
New York
$26K