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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
SFM
401
Signet Financial Management
New Jersey
$5.16M
NEPWA
402
New England Private Wealth Advisors
Massachusetts
$5.14M
ONB
403
Old National Bancorp
Indiana
$5.13M
CGL
404
Clarius Group LLC
Washington
$5.11M
HWA
405
Hillcrest Wealth Advisors
New Jersey
$5.1M
CG
406
Caprock Group
Idaho
$5.09M
BIAS
407
Beacon Investment Advisory Services
New Jersey
$5.09M
DWT
408
Dorsey & Whitney Trust
South Dakota
$5.08M
SMA
409
Seven Mile Advisory
New Jersey
$5.06M
CM
410
Castleark Management
Illinois
$5.06M
RhumbLine Advisers
411
RhumbLine Advisers
Massachusetts
$5.01M
BFM
412
Broadview Financial Management
Wisconsin
$4.94M
CA
413
Cornerstone Advisory
Maryland
$4.94M
MCCA
414
Mill Creek Capital Advisors
Pennsylvania
$4.94M
TFA
415
TPG Financial Advisors
Oregon
$4.91M
TLA
416
Tanglewood Legacy Advisors
Texas
$4.91M
UB
417
UMB Bank
Missouri
$4.88M
PWA
418
Provenance Wealth Advisors
Florida
$4.85M
ClearBridge Investments
419
ClearBridge Investments
New York
$4.85M
SYBT
420
Stock Yards Bank & Trust
Kentucky
$4.82M
TWM
421
Tolleson Wealth Management
Texas
$4.81M
WAG
422
Winthrop Advisory Group
Massachusetts
$4.79M
MDSL
423
M.D. Sass LLC
New York
$4.79M
AUB
424
Atlantic Union Bankshares
Virginia
$4.78M
Millennium Management
425
Millennium Management
New York
$4.78M