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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
SCM
1901
SOL Capital Management
Maryland
CG
1902
Caprock Group
Idaho
SMA
1903
Seven Mile Advisory
New Jersey
ClearBridge Investments
1904
ClearBridge Investments
New York
Susquehanna International Group
1905
Susquehanna International Group
Pennsylvania
FWP
1906
Fiduciary Wealth Partners
Massachusetts
Wellington Management Group
1907
Wellington Management Group
Massachusetts
SCP
1908
Seizert Capital Partners
Michigan
AWM
1909
Axxcess Wealth Management
California
LCM
1910
Logan Capital Management
Pennsylvania
PIM
1911
Pullen Investment Management
Florida
JCM
1912
J2 Capital Management
Michigan
ACM
1913
Argent Capital Management
Missouri
MWM
1914
Moran Wealth Management
Florida
Lord, Abbett & Co
1915
Lord, Abbett & Co
New Jersey
WA
1916
Wealth Alliance
New York
EC
1917
Elequin Capital
New York
BMWM
1918
Brown Miller Wealth Management
Virginia
BCM
1919
BlueCrest Capital Management
Jersey
HF
1920
HRT Financial
New York
BCM
1921
Bourgeon Capital Management
Connecticut
JWM
1922
Jacksonville Wealth Management
Florida
TA
1923
TFB Advisors
Kansas
BWM
1924
Baron Wealth Management
Michigan
CAS
1925
Coppell Advisory Solutions
Texas