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iShares Russell 1000 Value ETF

1,879 hedge funds and large institutions have $58B invested in iShares Russell 1000 Value ETF in 2025 Q4 according to their latest regulatory filings, with 230 funds opening new positions, 645 increasing their positions, 546 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

8% more funds holding

Funds holding: 1,7401,879 (+139)

2.47% more ownership

Funds ownership: 80.26%82.73% (+2.5%)

85% less call options, than puts

Call options by funds: $111M | Put options by funds: $738M

Holders
1,879
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
104
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$111M
Puts
$738M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GPW
226
Genesis Private Wealth
Virginia
$14M
XF
227
XML Financial
Maryland
$14M
SCG
228
Sonata Capital Group
Washington
$13.9M
C
229
Certuity
Florida
$13.9M
JFGIW
230
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$13.5M
FA
231
FDx Advisors
Illinois
$13.4M
SF
232
Summit Financial
New Jersey
$13.3M
BCG
233
Breakwater Capital Group
New Jersey
$13.1M
KF
234
Kelsey Financial
California
$12.9M
GT
235
Glenmede Trust
Pennsylvania
$12.8M
SCM
236
Sterling Capital Management
North Carolina
$12.8M
MFP
237
Meramec Financial Planners
Missouri
$12.8M
FNBOO
238
First National Bank of Omaha
Nebraska
$12.7M
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
239
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$12.6M
SWRP
240
Summit Wealth & Retirement Planning
California
$12.5M
HTC
241
Haverford Trust Company
Pennsylvania
$12.4M
CCWA
242
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$12.4M
I2I
243
Insight 2811 Inc
Illinois
$12.3M
ACA
244
Aptus Capital Advisors
Alabama
$12.3M
OC
245
Oppenheimer & Co
New York
$12.3M
IP
246
Investment Partners
Ohio
$12M
BTI
247
Blue Trust Inc
Georgia
$11.9M
PA
248
Prism Advisors
California
$11.8M
AWE
249
Avidian Wealth Enterprises
Texas
$11.8M
SWP
250
Sagespring Wealth Partners
Tennessee
$11.8M