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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
AIM
1801
Access Investment Management
Georgia
$38.5K
BAM
1802
Bellevue Asset Management
Washington
$37.4K
MLA
1803
MB, Levis & Associates
Pennsylvania
$35K
NECFA
1804
New England Capital Financial Advisors
Connecticut
$34.6K
DAM
1805
Delta Asset Management
Tennessee
$34.2K
TBFA
1806
Three Bearings Fiduciary Advisors
New Hampshire
$32.9K
GWM
1807
Grand Wealth Management
Michigan
$31.6K
HWA
1808
Heritage Wealth Advisors
Virginia
$31.2K
AW
1809
Avion Wealth
Texas
$30K
MWC
1810
MBM Wealth Consultants
Missouri
$29.4K
MSFP
1811
Mark Sheptoff Financial Planning
Connecticut
$29.2K
AIA
1812
Armor Investment Advisors
North Carolina
$28.8K
RMP
1813
Richards, Merrill & Peterson
Washington
$28.8K
MAS
1814
MPWM Advisory Solutions
Georgia
$28.2K
FWA
1815
Flagship Wealth Advisors
Massachusetts
$27.8K
BIA
1816
Bell Investment Advisors
California
$27.6K
SIS
1817
Strategic Investment Solutions
Illinois
$27.4K
MBFW
1818
Morton Brown Family Wealth
Pennsylvania
$27.1K
CMBA
1819
C.M. Bidwell & Associates
Hawaii
$26.5K
SR
1820
Syntax Research
Florida
$26.1K
TCM
1821
Tanaka Capital Management
New York
$26K
RFA
1822
Reyes Financial Architecture
California
$25.9K
TLCM
1823
Twin Lakes Capital Management
California
$25.4K
NEWAS
1824
N.E.W. Advisory Services
Wisconsin
$23.9K
FAI
1825
Fiduciary Advisors Inc
Missouri
$23.1K