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iShares Russell 1000 Value ETF

1,904 hedge funds and large institutions have $58B invested in iShares Russell 1000 Value ETF in 2025 Q4 according to their latest regulatory filings, with 243 funds opening new positions, 651 increasing their positions, 548 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: $ → $

9% more funds holding

Funds holding: 1,7501,904 (+154)

2.51% more ownership

Funds ownership: 80.29%82.79% (+2.5%)

85% less call options, than puts

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

Holders
1,904
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
108
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
SWM
301
Segment Wealth Management
Texas
$8.15M
SC
302
Sepio Capital
Utah
$8.12M
SFG
303
Sunburst Financial Group
Alabama
$8.09M
SIA
304
Stegner Investment Associates
Kentucky
$8.07M
PA
305
Parallel Advisors
California
$8.06M
OIA
306
OneDigital Investment Advisors
Kansas
$8.04M
MKW
307
Mullaney, Keating & Wright
Connecticut
$8.02M
SC
308
Sierra Capital
Florida
$7.89M
IAA
309
Independence Asset Advisors
Pennsylvania
$7.84M
NLA
310
Northern Lights Advisors
Washington
$7.83M
HNB
311
Huntington National Bank
Ohio
$7.81M
DCM
312
Dimension Capital Management
Florida
$7.81M
AIA
313
Arbor Investment Advisors
North Carolina
$7.79M
JWCA
314
J.W. Cole Advisors
Florida
$7.74M
HH
315
Hilltop Holdings
Texas
$7.71M
AL
316
Aspiriant LLC
California
$7.71M
VOYA Investment Management
317
VOYA Investment Management
Georgia
$7.69M
CWP
318
CFM Wealth Partners
Texas
$7.68M
ASW
319
Astoria Strategic Wealth
Texas
$7.66M
ABC
320
Associated Banc-Corp
Wisconsin
$7.64M
SAI
321
Savvy Advisors Inc
New York
$7.62M
CFG
322
Citizens Financial Group
Rhode Island
$7.6M
KWM
323
Kingsview Wealth Management
Oregon
$7.58M
FF
324
Finley Financial
Nevada
$7.55M
IIC
325
Ironwood Investment Counsel
Arizona
$7.5M