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iShares Russell 1000 Value ETF

1,881 hedge funds and large institutions have $58B invested in iShares Russell 1000 Value ETF in 2025 Q4 according to their latest regulatory filings, with 231 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: 1,7411,881 (+140)

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
1,881
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
CGL
401
Clarius Group LLC
Washington
$5.11M
HWA
402
Hillcrest Wealth Advisors
New Jersey
$5.1M
CG
403
Caprock Group
Idaho
$5.09M
BIAS
404
Beacon Investment Advisory Services
New Jersey
$5.09M
DWT
405
Dorsey & Whitney Trust
South Dakota
$5.08M
SMA
406
Seven Mile Advisory
New Jersey
$5.06M
CM
407
Castleark Management
Illinois
$5.06M
RhumbLine Advisers
408
RhumbLine Advisers
Massachusetts
$5.01M
BFM
409
Broadview Financial Management
Wisconsin
$4.94M
CA
410
Cornerstone Advisory
Maryland
$4.94M
MCCA
411
Mill Creek Capital Advisors
Pennsylvania
$4.94M
TFA
412
TPG Financial Advisors
Oregon
$4.91M
TLA
413
Tanglewood Legacy Advisors
Texas
$4.91M
UB
414
UMB Bank
Missouri
$4.88M
PWA
415
Provenance Wealth Advisors
Florida
$4.85M
ClearBridge Investments
416
ClearBridge Investments
New York
$4.85M
SYBT
417
Stock Yards Bank & Trust
Kentucky
$4.82M
TWM
418
Tolleson Wealth Management
Texas
$4.81M
WAG
419
Winthrop Advisory Group
Massachusetts
$4.79M
MDSL
420
M.D. Sass LLC
New York
$4.79M
AUB
421
Atlantic Union Bankshares
Virginia
$4.78M
Millennium Management
422
Millennium Management
New York
$4.78M
SWM
423
Spire Wealth Management
Virginia
$4.77M
Capital World Investors
424
Capital World Investors
California
$4.73M
MMG
425
Monetary Management Group
Missouri
$4.73M