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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
BCM
1901
Bourgeon Capital Management
Connecticut
JWM
1902
Jacksonville Wealth Management
Florida
TA
1903
TFB Advisors
Kansas
BWM
1904
Baron Wealth Management
Michigan
CAS
1905
Coppell Advisory Solutions
Texas
WP
1906
WealthPLAN Partners
Nebraska
PFWA
1907
Paces Ferry Wealth Advisors
Georgia
VVP
1908
Vulcan Value Partners
Alabama
Barclays
1909
Barclays
United Kingdom
AIP
1910
Alexis Investment Partners
Texas
HA
1911
Heartland Advisors
Wisconsin
EWA
1912
Evolution Wealth Advisors
Florida
GG
1913
Greenwood Gearhart
Arkansas
LWM
1914
LJI Wealth Management
Indiana
WS
1915
Wilian Securities
Minnesota
CFA
1916
CWS Financial Advisors
Michigan
KMWM
1917
Keudell/Morrison Wealth Management
Oregon
Belvedere Trading
1918
Belvedere Trading
Illinois
JAG
1919
Journey Advisory Group
Kentucky
AIMC
1920
Alley Investment Management Company
Illinois
FFG
1921
Foundry Financial Group
New Hampshire
TCM
1922
Traynor Capital Management
Pennsylvania
GSC
1923
Ground Swell Capital
South Carolina
BWM
1924
BCS Wealth Management
Tennessee
EFN
1925
Equita Financial Network
Pennsylvania