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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
GSAM
576
Grant Street Asset Management
Pennsylvania
$2.67M
AWA
577
Argos Wealth Advisors
California
$2.67M
ES
578
Eagle Strategies
New York
$2.65M
OPCM
579
Osborne Partners Capital Management
California
$2.65M
SAM
580
Secure Asset Management
Michigan
$2.63M
MF
581
Montis Financial
Massachusetts
$2.63M
AFG
582
Allegheny Financial Group
Pennsylvania
$2.62M
GHA
583
Granite Harbor Advisors
Texas
$2.61M
BWM
584
BigSur Wealth Management
Florida
$2.61M
CWP
585
Cyndeo Wealth Partners
Florida
$2.6M
FFG
586
Fortress Financial Group
Minnesota
$2.59M
JFGLC
587
Johnson Financial Group LLC (Colorado)
Colorado
$2.58M
AB
588
Atlas Brown
Kentucky
$2.55M
NB
589
Nicolet Bankshares
Wisconsin
$2.55M
DFG
590
Dynamic Financial Group
Iowa
$2.52M
GC
591
Grimes & Company
Massachusetts
$2.48M
DAS
592
Dynamic Advisor Solutions
Arizona
$2.48M
PTC
593
Private Trust Company
Ohio
$2.47M
NWM
594
Nolet Wealth Management
Texas
$2.47M
MOS
595
MGO One Seven
Ohio
$2.46M
ZBNA
596
Zions Bancorporation, National Association
Utah
$2.46M
IA
597
IFC Advisors
California
$2.44M
IA
598
IFP Advisors
Florida
$2.43M
BFG
599
Baron Financial Group
New Jersey
$2.41M
OC
600
Oarsman Capital
Wisconsin
$2.38M