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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
HWA
401
Hillcrest Wealth Advisors
New Jersey
$5.1M
CG
402
Caprock Group
Idaho
$5.09M
BIAS
403
Beacon Investment Advisory Services
New Jersey
$5.09M
DWT
404
Dorsey & Whitney Trust
South Dakota
$5.08M
SMA
405
Seven Mile Advisory
New Jersey
$5.06M
CM
406
Castleark Management
Illinois
$5.06M
RhumbLine Advisers
407
RhumbLine Advisers
Massachusetts
$5.01M
BFM
408
Broadview Financial Management
Wisconsin
$4.94M
CA
409
Cornerstone Advisory
Maryland
$4.94M
MCCA
410
Mill Creek Capital Advisors
Pennsylvania
$4.94M
TFA
411
TPG Financial Advisors
Oregon
$4.91M
TLA
412
Tanglewood Legacy Advisors
Texas
$4.91M
UB
413
UMB Bank
Missouri
$4.88M
PWA
414
Provenance Wealth Advisors
Florida
$4.85M
ClearBridge Investments
415
ClearBridge Investments
New York
$4.85M
SYBT
416
Stock Yards Bank & Trust
Kentucky
$4.82M
TWM
417
Tolleson Wealth Management
Texas
$4.81M
WAG
418
Winthrop Advisory Group
Massachusetts
$4.79M
MDSL
419
M.D. Sass LLC
New York
$4.79M
AUB
420
Atlantic Union Bankshares
Virginia
$4.78M
Millennium Management
421
Millennium Management
New York
$4.78M
SWM
422
Spire Wealth Management
Virginia
$4.77M
Capital World Investors
423
Capital World Investors
California
$4.73M
MMG
424
Monetary Management Group
Missouri
$4.73M
AMG
425
Asset Management Group
Connecticut
$4.72M