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iShares Russell 1000 Value ETF

1,880 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, 646 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: 1,7411,880 (+139)

2.47% more ownership

Funds ownership: 80.27%82.74% (+2.5%)

85% less call options, than puts

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

Holders
1,880
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
105
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
LW
351
Linscomb Wealth
Texas
$6.39M
MPM
352
Meritage Portfolio Management
Kansas
$6.39M
ASBI
353
American State Bank (Iowa)
Iowa
$6.35M
PCM
354
Pointe Capital Management
Michigan
$6.33M
RTL
355
Red Tortoise LLC
Georgia
$6.32M
GRP
356
Global Retirement Partners
California
$6.31M
GIA
357
Gladstone Institutional Advisory
Florida
$6.25M
HR
358
Hardy Reed
Mississippi
$6.24M
DI
359
Disciplined Investments
Oklahoma
$6.23M
HCA
360
Harbour Capital Advisors
Virginia
$6.23M
CGA
361
Crescent Grove Advisors
Illinois
$6.22M
UBS AM
362
UBS AM
Illinois
$6.21M
Tudor Investment Corp
363
Tudor Investment Corp
Connecticut
$6.18M
MMA
364
Miracle Mile Advisors
California
$6.13M
TW
365
Towerpoint Wealth
California
$6.1M
BBHC
366
Brown Brothers Harriman & Co
New York
$6.09M
BP
367
Ballentine Partners
Massachusetts
$6.05M
ATI
368
ARK & TLK Investments
Oklahoma
$6.03M
RIL
369
Rothschild Investment LLC
Illinois
$6.03M
WTC
370
WhitTier Trust Company
Nevada
$6.03M
BAMG
371
Brand Asset Management Group
Missouri
$6.01M
BA
372
Brightwater Advisory
Florida
$5.94M
FAM
373
Forte Asset Management
New York
$5.86M
UWPG
374
Ullmann Wealth Partners Group
Florida
$5.85M
PCMNC
375
Piedmont Capital Management (North Carolina)
North Carolina
$5.78M