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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
LW
351
Linscomb Wealth
Texas
$6.39M
MPM
352
Meritage Portfolio Management
Kansas
$6.39M
PCM
353
Pointe Capital Management
Michigan
$6.33M
RTL
354
Red Tortoise LLC
Georgia
$6.32M
GRP
355
Global Retirement Partners
California
$6.31M
GIA
356
Gladstone Institutional Advisory
Florida
$6.25M
HR
357
Hardy Reed
Mississippi
$6.24M
DI
358
Disciplined Investments
Oklahoma
$6.23M
HCA
359
Harbour Capital Advisors
Virginia
$6.23M
CGA
360
Crescent Grove Advisors
Illinois
$6.22M
UBS AM
361
UBS AM
Illinois
$6.21M
Tudor Investment Corp
362
Tudor Investment Corp
Connecticut
$6.18M
MMA
363
Miracle Mile Advisors
California
$6.13M
TW
364
Towerpoint Wealth
California
$6.1M
BBHC
365
Brown Brothers Harriman & Co
New York
$6.09M
BP
366
Ballentine Partners
Massachusetts
$6.05M
ATI
367
ARK & TLK Investments
Oklahoma
$6.03M
RIL
368
Rothschild Investment LLC
Illinois
$6.03M
WTC
369
WhitTier Trust Company
Nevada
$6.03M
BAMG
370
Brand Asset Management Group
Missouri
$6.01M
BA
371
Brightwater Advisory
Florida
$5.94M
FAM
372
Forte Asset Management
New York
$5.86M
UWPG
373
Ullmann Wealth Partners Group
Florida
$5.85M
PCMNC
374
Piedmont Capital Management (North Carolina)
North Carolina
$5.78M
SCM
375
SOL Capital Management
Maryland
$5.76M