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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
S
326
SignatureFD
Georgia
$7.42M
AG
327
AlTi Global
New York
$7.41M
PWPS
328
Pinnacle Wealth Planning Services
Ohio
$7.37M
SEI Investments
329
SEI Investments
Pennsylvania
$7.37M
CWS
330
Confluence Wealth Services
Pennsylvania
$7.34M
RBCM
331
Raub Brock Capital Management
California
$7.3M
VAS
332
Vestmark Advisory Solutions
Massachusetts
$7.27M
R
333
Rebalance
California
$7.26M
WFS
334
Widmann Financial Services
Maryland
$7.21M
EB
335
Eastern Bank
Massachusetts
$7.05M
WT
336
Whittier Trust
California
$6.88M
TF
337
Tandem Financial
Colorado
$6.82M
MB
338
MidFirst Bank
Oklahoma
$6.8M
BAAM
339
Baker Avenue Asset Management
California
$6.77M
Principal Financial Group
340
Principal Financial Group
Iowa
$6.75M
AssetMark Inc
341
AssetMark Inc
California
$6.74M
RIS
342
Retirement Income Solutions
Michigan
$6.72M
Vanguard Group
343
Vanguard Group
Pennsylvania
$6.67M
AIFAIM
344
American Institute for Advanced Investment Management
Arizona
$6.63M
Loomis, Sayles & Company
345
Loomis, Sayles & Company
Massachusetts
$6.62M
AI
346
Auour Investments
Massachusetts
$6.59M
QCG
347
Quadrant Capital Group
Ohio
$6.58M
NA
348
Nottingham Advisors
New York
$6.55M
SAM
349
Smartleaf Asset Management
Massachusetts
$6.47M
CCM
350
Cullen Capital Management
New York
$6.43M