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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
WCAMG
176
Woodard & Company Asset Management Group
North Carolina
$20M
OSAM
177
O'Shaughnessy Asset Management
Connecticut
$19.8M
SW
178
SlateStone Wealth
Florida
$19.8M
BWCS
179
Beirne Wealth Consulting Services
Connecticut
$19.7M
TPCW
180
TD Private Client Wealth
New York
$19.4M
ATPW
181
Ashton Thomas Private Wealth
Arizona
$19.4M
SWP
182
Stratos Wealth Partners
Ohio
$18.8M
GIA
183
GHP Investment Advisors
Colorado
$18.8M
ZIM
184
Zacks Investment Management
Illinois
$18.7M
BFG
185
Bleakley Financial Group
New Jersey
$18.2M
SEI Investments
186
SEI Investments
Pennsylvania
$18.2M
VA
187
VestGen Advisors
Illinois
$18.1M
IFO
188
Independent Family Office
New York
$18.1M
SF
189
Summit Financial
New Jersey
$18.1M
Kovitz Investment Group Partners
190
Kovitz Investment Group Partners
Illinois
$17.9M
MIM
191
MetLife Investment Management
New Jersey
$17.9M
NFW
192
Noble Family Wealth
Florida
$17.7M
RFA
193
RTD Financial Advisors
Pennsylvania
$17.2M
NA
194
Nestegg Advisors
New York
$16.9M
NF
195
Napier Financial
Massachusetts
$16.9M
WANY
196
Wealthspire Advisors (New York)
New York
$16.7M
MA
197
Montag & Associates
Georgia
$16.5M
AC
198
Apella Capital
Connecticut
$16.4M
SWGC
199
Summit Wealth Group (Colorado)
Colorado
$16.4M
HCC
200
Hirtle Callaghan & Co
Pennsylvania
$16M