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iShares Russell 1000 Value ETF

1,894 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 134 funds opening new positions, 582 increasing their positions, 702 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 134 | Existing positions closed: 104

0.45% less ownership

Funds ownership: 82.79%82.34% (-0.45%)

1% less funds holding

Funds holding: 1,9041,894 (-10)

1% less capital invested

Capital invested by funds: $58B → $57.2B (-$777M)

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
1,894
Holders Change
-10
Holders Change %
-0.53%
% of All Funds
23.33%
Holding in Top 10
101
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-6.48%
% of All Funds
1.24%
New
134
Increased
582
Reduced
702
Closed
104
Calls
$117M
Puts
$298M
Net Calls
-$181M
Net Calls Change
+$446M
Name Holding Trade Value Shares
Change
Change in
Stake
CAS
1926
Coppell Advisory Solutions
Texas
-$632K -2,984 Closed
WP
1927
WealthPLAN Partners
Nebraska
-$598K -2,842 Closed
PFWA
1928
Paces Ferry Wealth Advisors
Georgia
-$580K -2,759 Closed
VVP
1929
Vulcan Value Partners
Alabama
-$636K -2,748 Closed
Barclays
1930
Barclays
United Kingdom
-$568K -2,700 Closed
AIP
1931
Alexis Investment Partners
Texas
-$480K -2,283 Closed
HA
1932
Heartland Advisors
Wisconsin
-$461K -2,192 Closed
EWA
1933
Evolution Wealth Advisors
Florida
-$441K -2,098 Closed
GG
1934
Greenwood Gearhart
Arkansas
-$427K -2,029 Closed
LWM
1935
LJI Wealth Management
Indiana
-$413K -1,962 Closed
WS
1936
Wilian Securities
Minnesota
-$374K -1,776 Closed
CFA
1937
CWS Financial Advisors
Michigan
-$365K -1,735 Closed
KMWM
1938
Keudell/Morrison Wealth Management
Oregon
-$348K -1,654 Closed
Belvedere Trading
1939
Belvedere Trading
Illinois
-$347K -1,652 Closed
JAG
1940
Journey Advisory Group
Kentucky
-$326K -1,550 Closed
AIMC
1941
Alley Investment Management Company
Illinois
-$325K -1,545 Closed
FFG
1942
Foundry Financial Group
New Hampshire
-$299K -1,422 Closed
TCM
1943
Traynor Capital Management
Pennsylvania
-$298K -1,416 Closed
GSC
1944
Ground Swell Capital
South Carolina
-$297K -1,411 Closed
BWM
1945
BCS Wealth Management
Tennessee
-$286K -1,358 Closed
EFN
1946
Equita Financial Network
Pennsylvania
-$281K -1,334 Closed
SWMP
1947
Signature Wealth Management Partners
New Jersey
-$279K -1,325 Closed
LFA
1948
Legacy Financial Advisors
Kentucky
-$275K -1,308 Closed
GFA
1949
Gallagher Fiduciary Advisors
Illinois
-$271K -1,291 Closed
FFS
1950
Founders Financial Securities
Maryland
-$258K -1,226 Closed