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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
TG
201
TCW Group
California
$15.9M
PNFS
202
PW Nova Financial Services
Pennsylvania
$15.9M
BI
203
Ballast Inc
Kentucky
$15.9M
WJA
204
Willis Johnson & Associates
Texas
$15.8M
AG
205
Ascent Group
Virginia
$15.8M
WB
206
West Bancorporation
Iowa
$15.6M
BMCM
207
Bryn Mawr Capital Management
Pennsylvania
$15.6M
BCA
208
Bitterroot Capital Advisors
Montana
$15.5M
FCBT
209
First Citizens Bank & Trust
North Carolina
$15.4M
Bessemer Group
210
Bessemer Group
New Jersey
$15.3M
NCG
211
Newport Capital Group
New Jersey
$15.2M
CFO
212
Callan Family Office
Pennsylvania
$14.8M
BCI
213
Brinker Capital Investments
Pennsylvania
$14.8M
BM
214
Berman McAleer
Maryland
$14.6M
SCG
215
Sonata Capital Group
Washington
$14.2M
UBS AM
216
UBS AM
Illinois
$13.9M
JFG
217
Jefferies Financial Group
New York
$13.9M
MFP
218
Meramec Financial Planners
Missouri
$13.7M
FFA
219
Farther Finance Advisors
California
$13.6M
PAG
220
Private Advisory Group
Washington
$13.2M
GPW
221
Genesis Private Wealth
Virginia
$13.2M
FA
222
FDx Advisors
Illinois
$13.2M
BCG
223
Breakwater Capital Group
New Jersey
$13.1M
I2I
224
Insight 2811 Inc
Illinois
$12.8M
OC
225
Oppenheimer & Co
New York
$12.7M