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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
WP
1926
WealthPLAN Partners
Nebraska
PFWA
1927
Paces Ferry Wealth Advisors
Georgia
VVP
1928
Vulcan Value Partners
Alabama
Barclays
1929
Barclays
United Kingdom
AIP
1930
Alexis Investment Partners
Texas
HA
1931
Heartland Advisors
Wisconsin
EWA
1932
Evolution Wealth Advisors
Florida
GG
1933
Greenwood Gearhart
Arkansas
LWM
1934
LJI Wealth Management
Indiana
WS
1935
Wilian Securities
Minnesota
CFA
1936
CWS Financial Advisors
Michigan
KMWM
1937
Keudell/Morrison Wealth Management
Oregon
Belvedere Trading
1938
Belvedere Trading
Illinois
JAG
1939
Journey Advisory Group
Kentucky
AIMC
1940
Alley Investment Management Company
Illinois
FFG
1941
Foundry Financial Group
New Hampshire
TCM
1942
Traynor Capital Management
Pennsylvania
GSC
1943
Ground Swell Capital
South Carolina
BWM
1944
BCS Wealth Management
Tennessee
EFN
1945
Equita Financial Network
Pennsylvania
SWMP
1946
Signature Wealth Management Partners
New Jersey
LFA
1947
Legacy Financial Advisors
Kentucky
GFA
1948
Gallagher Fiduciary Advisors
Illinois
FFS
1949
Founders Financial Securities
Maryland
BPFA
1950
Barnes Pettey Financial Advisors
Mississippi