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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
SWMP
1926
Signature Wealth Management Partners
New Jersey
LFA
1927
Legacy Financial Advisors
Kentucky
GFA
1928
Gallagher Fiduciary Advisors
Illinois
FFS
1929
Founders Financial Securities
Maryland
BPFA
1930
Barnes Pettey Financial Advisors
Mississippi
SNBOSD
1931
Security National Bank of So Dak
Iowa
FRA
1932
Frank Rimerman Advisors
California
FAC
1933
Financial Advisory Corporation
Michigan
LCGC
1934
Legacy Capital Group California
California
LWAM
1935
Legacy Wealth Asset Management
Minnesota
NFA
1936
Northern Financial Advisors
Michigan
CWM
1937
Collaborative Wealth Management
Florida
MNA
1938
Manning & Napier Advisors
New York
OPA
1939
Old Port Advisors
Maine
FB
1940
First Bancorp
Maine
CAI
1941
Capital Advisors Inc
Oklahoma
ML
1942
MLP3 LLC
New Jersey
BRPW
1943
Ballast Rock Private Wealth
South Carolina
TFG
1944
Tull Financial Group
Virginia
HCM
1945
Howland Capital Management
Massachusetts
AMBIA
1946
Allen Mooney & Barnes Investment Advisors
Georgia
DA
1947
Drake & Associates
Wisconsin
MF
1948
Manchester Financial
California
GD
1949
Grandfield & Dodd
New York
T
1950
TrustBank
Illinois