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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
BPFA
1951
Barnes Pettey Financial Advisors
Mississippi
-$257K -1,223 Closed
SNBOSD
1952
Security National Bank of So Dak
Iowa
-$255K -1,214 Closed
FRA
1953
Frank Rimerman Advisors
California
-$254K -1,208 Closed
FAC
1954
Financial Advisory Corporation
Michigan
-$245K -1,165 Closed
LCGC
1955
Legacy Capital Group California
California
-$242K -1,151 Closed
LWAM
1956
Legacy Wealth Asset Management
Minnesota
-$241K -1,148 Closed
NFA
1957
Northern Financial Advisors
Michigan
-$239K -1,134 Closed
CWM
1958
Collaborative Wealth Management
Florida
-$237K -1,126 Closed
MNA
1959
Manning & Napier Advisors
New York
-$237K -1,117 Closed
OPA
1960
Old Port Advisors
Maine
-$231K -1,098 Closed
FB
1961
First Bancorp
Maine
-$227K -1,077 Closed
CAI
1962
Capital Advisors Inc
Oklahoma
-$215K -1,022 Closed
ML
1963
MLP3 LLC
New Jersey
-$211K -1,002 Closed
BRPW
1964
Ballast Rock Private Wealth
South Carolina
-$210K -1,000 Closed
TFG
1965
Tull Financial Group
Virginia
-$209K -996 Closed
HCM
1966
Howland Capital Management
Massachusetts
-$206K -979 Closed
AMBIA
1967
Allen Mooney & Barnes Investment Advisors
Georgia
-$204K -971 Closed
DA
1968
Drake & Associates
Wisconsin
-$203K -965 Closed
MF
1969
Manchester Financial
California
-$201K -957 Closed
GD
1970
Grandfield & Dodd
New York
-$201K -955 Closed
T
1971
TrustBank
Illinois
-$168K -800 Closed
WWA
1972
Wealth Watch Advisors
Colorado
-$154K -731 Closed
AI
1973
Ariel Investments
Illinois
-$141K -668 Closed
AT
1974
Avalon Trust
New Mexico
-$117K -558 Closed
CIA
1975
Cape Investment Advisory
Georgia
-$95.9K -456 Closed