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iShares Russell 1000 Value ETF

1,864 hedge funds and large institutions have $57.7B invested in iShares Russell 1000 Value ETF in 2025 Q4 according to their latest regulatory filings, with 225 funds opening new positions, 642 increasing their positions, 544 reducing their positions, and 58 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: $ → $

7% more funds holding

Funds holding: 1,7381,864 (+126)

2.16% more ownership

Funds ownership: 80.26%82.41% (+2.2%)

85% less call options, than puts

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

Holders
1,864
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
103
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
DWT
401
Dorsey & Whitney Trust
South Dakota
$5.08M
SMA
402
Seven Mile Advisory
New Jersey
$5.06M
CM
403
Castleark Management
Illinois
$5.06M
RhumbLine Advisers
404
RhumbLine Advisers
Massachusetts
$5.01M
BFM
405
Broadview Financial Management
Wisconsin
$4.94M
CA
406
Cornerstone Advisory
Maryland
$4.94M
MCCA
407
Mill Creek Capital Advisors
Pennsylvania
$4.94M
TFA
408
TPG Financial Advisors
Oregon
$4.91M
TLA
409
Tanglewood Legacy Advisors
Texas
$4.91M
UB
410
UMB Bank
Missouri
$4.88M
PWA
411
Provenance Wealth Advisors
Florida
$4.85M
ClearBridge Investments
412
ClearBridge Investments
New York
$4.85M
SYBT
413
Stock Yards Bank & Trust
Kentucky
$4.82M
TWM
414
Tolleson Wealth Management
Texas
$4.81M
WAG
415
Winthrop Advisory Group
Massachusetts
$4.79M
MDSL
416
M.D. Sass LLC
New York
$4.79M
AUB
417
Atlantic Union Bankshares
Virginia
$4.78M
Millennium Management
418
Millennium Management
New York
$4.78M
SWM
419
Spire Wealth Management
Virginia
$4.77M
Capital World Investors
420
Capital World Investors
California
$4.73M
MMG
421
Monetary Management Group
Missouri
$4.73M
AMG
422
Asset Management Group
Connecticut
$4.72M
RCA
423
Riverview Capital Advisers
Massachusetts
$4.7M
HCA
424
Heck Capital Advisors
Wisconsin
$4.67M
WAL
425
W Advisors LLC
Tennessee
$4.67M