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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
KCM
576
Kanawha Capital Management
Virginia
$2.7M
CVA
577
Central Valley Advisors
California
$2.69M
GA
578
GFS Advisors
Texas
$2.69M
SCM
579
SB Capital Management
California
$2.68M
CIS
580
Custom Index Systems
New York
$2.68M
GSAM
581
Grant Street Asset Management
Pennsylvania
$2.67M
AWA
582
Argos Wealth Advisors
California
$2.67M
ES
583
Eagle Strategies
New York
$2.65M
OPCM
584
Osborne Partners Capital Management
California
$2.65M
SAM
585
Secure Asset Management
Michigan
$2.63M
MF
586
Montis Financial
Massachusetts
$2.63M
AFG
587
Allegheny Financial Group
Pennsylvania
$2.62M
GHA
588
Granite Harbor Advisors
Texas
$2.61M
BWM
589
BigSur Wealth Management
Florida
$2.61M
CWP
590
Cyndeo Wealth Partners
Florida
$2.6M
FFG
591
Fortress Financial Group
Minnesota
$2.59M
JFGLC
592
Johnson Financial Group LLC (Colorado)
Colorado
$2.58M
AB
593
Atlas Brown
Kentucky
$2.55M
NB
594
Nicolet Bankshares
Wisconsin
$2.55M
DFG
595
Dynamic Financial Group
Iowa
$2.52M
GC
596
Grimes & Company
Massachusetts
$2.48M
DAS
597
Dynamic Advisor Solutions
Arizona
$2.48M
PTC
598
Private Trust Company
Ohio
$2.47M
NWM
599
Nolet Wealth Management
Texas
$2.47M
MOS
600
MGO One Seven
Ohio
$2.46M