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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
NA
351
Nottingham Advisors
New York
$6.55M
SAM
352
Smartleaf Asset Management
Massachusetts
$6.47M
CCM
353
Cullen Capital Management
New York
$6.43M
LW
354
Linscomb Wealth
Texas
$6.39M
MPM
355
Meritage Portfolio Management
Kansas
$6.39M
ASBI
356
American State Bank (Iowa)
Iowa
$6.35M
PCM
357
Pointe Capital Management
Michigan
$6.33M
RTL
358
Red Tortoise LLC
Georgia
$6.32M
GRP
359
Global Retirement Partners
California
$6.31M
GIA
360
Gladstone Institutional Advisory
Florida
$6.25M
HR
361
Hardy Reed
Mississippi
$6.24M
DI
362
Disciplined Investments
Oklahoma
$6.23M
HCA
363
Harbour Capital Advisors
Virginia
$6.23M
CGA
364
Crescent Grove Advisors
Illinois
$6.22M
UBS AM
365
UBS AM
Illinois
$6.21M
Tudor Investment Corp
366
Tudor Investment Corp
Connecticut
$6.18M
MMA
367
Miracle Mile Advisors
California
$6.13M
TW
368
Towerpoint Wealth
California
$6.1M
BBHC
369
Brown Brothers Harriman & Co
New York
$6.09M
BP
370
Ballentine Partners
Massachusetts
$6.05M
ATI
371
ARK & TLK Investments
Oklahoma
$6.03M
RIL
372
Rothschild Investment LLC
Illinois
$6.03M
WTC
373
WhitTier Trust Company
Nevada
$6.03M
BAMG
374
Brand Asset Management Group
Missouri
$6.01M
BA
375
Brightwater Advisory
Florida
$5.94M