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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
VDBMI
1776
Van Den Berg Management I
Texas
$52.8K
SIM
1777
Synergy Investment Management
Florida
$52.6K
T
1778
Tidemark
California
$52.1K
PWS
1779
Pursuit Wealth Strategies
North Carolina
$52.1K
RFS
1780
Richardson Financial Services
Massachusetts
$51.9K
FGAM
1781
Financial Gravity Asset Management
Texas
$51.7K
GTAM
1782
Global Trust Asset Management
Florida
$50.4K
RF
1783
Rossby Financial
Florida
$49.9K
QWM
1784
Quaker Wealth Management
New Jersey
$49.6K
LCA
1785
Legend Capital Advisors
New York
$49.4K
RCM
1786
Richardson Capital Management
Wisconsin
$47.6K
FP
1787
Financial Perspectives
Minnesota
$47.6K
DF
1788
Dunhill Financial
United Kingdom
$47.6K
HHGA
1789
Halbert Hargrove Global Advisors
California
$47.2K
VNA
1790
Valley National Advisers
Pennsylvania
$47K
OCWP
1791
Owl Creek Wealth Partners
Colorado
$46.3K
VWA
1792
VSM Wealth Advisory
Maryland
$45.5K
TCM
1793
Triumph Capital Management
Colorado
$44.2K
PWMG
1794
Prestige Wealth Management Group
New Jersey
$42.9K
AWM
1795
Aberdeen Wealth Management
Illinois
$42.7K
CFFP
1796
Center for Financial Planning
Michigan
$42.5K
PIP
1797
Peachtree Investment Partners
Florida
$41K
DCM
1798
Davis Capital Management
Florida
$40.4K
RWM
1799
RMG Wealth Management
Wisconsin
$39.9K
SIC
1800
SJS Investment Consulting
Ohio
$39.1K