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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
AWM
526
AE Wealth Management
Kansas
$3.12M
Fisher Asset Management
527
Fisher Asset Management
Washington
$3.1M
DIA
528
Dana Investment Advisors
Wisconsin
$3.08M
BTW
529
Boston Trust Walden
Massachusetts
$3.08M
AI
530
Accredited Investors
Minnesota
$3.05M
CWM
531
ClientFirst Wealth Management
Arkansas
$3.05M
CWM
532
Castle Wealth Management
Florida
$3.03M
EWM
533
EPG Wealth Management
Georgia
$3.03M
JIC
534
Joel Isaacson & Co
New York
$3.03M
IAA
535
Ironsides Asset Advisors
North Carolina
$3.02M
RA
536
RFG Advisory
Alabama
$3.01M
SI
537
Saxon Interests
Texas
$3.01M
SWA
538
SOA Wealth Advisors
New York
$3.01M
AGP
539
Autumn Glory Partners
Texas
$3M
EAM
540
Evanson Asset Management
California
$2.99M
PIM
541
Pullen Investment Management
Florida
$2.98M
EWM
542
Evermay Wealth Management
Virginia
$2.97M
AI
543
Arvest Investments
Arkansas
$2.97M
QAM
544
Q3 Asset Management
Michigan
$2.96M
STA
545
Summit Trail Advisors
New York
$2.95M
FLPIM
546
F.L. Putnam Investment Management
Massachusetts
$2.94M
GJWM
547
Gilliland Jeter Wealth Management
Arkansas
$2.94M
BCM
548
Becker Capital Management
Oregon
$2.94M
EWM
549
Empirical Wealth Management
Washington
$2.93M
SB
550
SIG Brokerage
New York
$2.92M