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iShares Russell 1000 Value ETF

1,893 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 133 funds opening new positions, 582 increasing their positions, 702 reducing their positions, and 104 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 funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

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
1,893
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
101
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
WANY
201
Wealthspire Advisors (New York)
New York
$16.7M
MA
202
Montag & Associates
Georgia
$16.5M
AC
203
Apella Capital
Connecticut
$16.4M
SWGC
204
Summit Wealth Group (Colorado)
Colorado
$16.4M
HCC
205
Hirtle Callaghan & Co
Pennsylvania
$16M
TG
206
TCW Group
California
$15.9M
PNFS
207
PW Nova Financial Services
Pennsylvania
$15.9M
BI
208
Ballast Inc
Kentucky
$15.9M
WJA
209
Willis Johnson & Associates
Texas
$15.8M
AG
210
Ascent Group
Virginia
$15.8M
WB
211
West Bancorporation
Iowa
$15.6M
BMCM
212
Bryn Mawr Capital Management
Pennsylvania
$15.6M
BCA
213
Bitterroot Capital Advisors
Montana
$15.5M
FCBT
214
First Citizens Bank & Trust
North Carolina
$15.4M
Bessemer Group
215
Bessemer Group
New Jersey
$15.3M
NCG
216
Newport Capital Group
New Jersey
$15.2M
CFO
217
Callan Family Office
Pennsylvania
$14.8M
BCI
218
Brinker Capital Investments
Pennsylvania
$14.8M
BM
219
Berman McAleer
Maryland
$14.6M
SCG
220
Sonata Capital Group
Washington
$14.2M
UBS AM
221
UBS AM
Illinois
$13.9M
JFG
222
Jefferies Financial Group
New York
$13.9M
MFP
223
Meramec Financial Planners
Missouri
$13.7M
FFA
224
Farther Finance Advisors
California
$13.6M
PAG
225
Private Advisory Group
Washington
$13.2M