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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
SWM
426
Spire Wealth Management
Virginia
$4.77M
Capital World Investors
427
Capital World Investors
California
$4.73M
MMG
428
Monetary Management Group
Missouri
$4.73M
AMG
429
Asset Management Group
Connecticut
$4.72M
RCA
430
Riverview Capital Advisers
Massachusetts
$4.7M
HCA
431
Heck Capital Advisors
Wisconsin
$4.67M
WAL
432
W Advisors LLC
Tennessee
$4.67M
MA
433
Mutual Advisors
Nebraska
$4.65M
Susquehanna International Group
434
Susquehanna International Group
Pennsylvania
$4.63M
VT
435
Vise Technologies
New York
$4.62M
CM
436
Columbus Macro
Pennsylvania
$4.6M
Qube Research & Technologies (QRT)
437
Qube Research & Technologies (QRT)
United Kingdom
$4.55M
SMC
438
Smith, Moore & Co
Missouri
$4.52M
DIP
439
DT Investment Partners
Pennsylvania
$4.46M
FA
440
FC Advisory
Pennsylvania
$4.44M
TC
441
TownSquare Capital
Utah
$4.43M
CB
442
Centennial Bank
Arkansas
$4.43M
Capital International Investors
443
Capital International Investors
California
$4.42M
GT
444
Glenview Trust
Kentucky
$4.41M
ET
445
Equitable Trust
Tennessee
$4.4M
FWP
446
Fiduciary Wealth Partners
Massachusetts
$4.38M
SGCA
447
Steel Grove Capital Advisors
Tennessee
$4.37M
PPWP
448
Premier Path Wealth Partners
New Jersey
$4.35M
MFG
449
Merit Financial Group
Georgia
$4.29M
SHF
450
Stage Harbor Financial
Massachusetts
$4.26M