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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
CWP
1976
Concord Wealth Partners
Virginia
-$92.4K -439 Closed
RCM
1977
Raleigh Capital Management
North Carolina
-$71.2K -339 Closed
Federated Hermes
1978
Federated Hermes
Pennsylvania
-$69.8K -332 Closed
EWA
1979
EQ Wealth Advisors
Texas
-$61.6K -293 Closed
TRCT
1980
Tower Research Capital (TRC)
New York
-$48.6K -231 Closed
CP
1981
Camelot Portfolios
Ohio
-$41.4K -197 Closed
EBA
1982
Eagle Bay Advisors
New York
-$35.5K -169 Closed
TH
1983
TCTC Holdings
Texas
-$28.6K -136 Closed
IIM
1984
IFC & Insurance Marketing
California
-$28K -132 Closed
PIS
1985
POM Investment Strategies
North Carolina
-$22.3K -106 Closed
CCM
1986
Chilton Capital Management
Texas
-$14.7K -70 Closed
CSPIA
1987
Cary Street Partners Investment Advisory
Virginia
-$14.1K -67 Closed
VWWMG
1988
Vermillion & White Wealth Management Group
Pennsylvania
-$13.7K -65 Closed
CFG
1989
Chapman Financial Group
Hawaii
-$8.84K -42 Closed
PAM
1990
Parvin Asset Management
South Dakota
-$7.15K -34 Closed
LC
1991
Luminist Capital
Michigan
-$6.52K -31 Closed
MCM
1992
MidAtlantic Capital Management
Virginia
-$6.52K -31 Closed
MSWM
1993
Mowery & Schoenfeld Wealth Management
Illinois
-$6.52K -31 Closed
MA
1994
Modus Advisors
Minnesota
-$6.31K -30 Closed
OC
1995
Optima Capital
Oregon
-$5.26K -25 Closed
ETC
1996
Exchange Traded Concepts
Oklahoma
-$2.52K -12 Closed
RG
1997
RHL Group
Michigan
-$2.52K -12 Closed
GAMC
1998
Garner Asset Management Corp
Texas
-$1.68K -8 Closed
NL
1999
Navalign LLC
California
-$72