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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
NIM
651
Northeast Investment Management
Massachusetts
$2.07M
PPC
652
Park Place Capital
Alabama
$2.07M
I
653
InvesTrust
Oklahoma
$2.07M
LDB
654
Lee, Danner & Bass
Tennessee
$2.06M
TA
655
Tactive Advisors
Florida
$2.06M
JCM
656
J2 Capital Management
Michigan
$2.06M
IIL
657
Insight Inv LLC
California
$2.05M
GJIA
658
Glass Jacobson Investment Advisors
Maryland
$2.05M
FDCP
659
Foster Dykema Cabot & Partners
Massachusetts
$2.05M
ARG
660
Advisory Resource Group
Oklahoma
$2.05M
MSWM
661
McGlone Suttner Wealth Management
Wisconsin
$2.05M
IP
662
Indivisible Partners
Florida
$2.04M
SC
663
Steph & Co
Wisconsin
$2.02M
VFP
664
Verus Financial Partners
Virginia
$2.02M
SWA
665
Sax Wealth Advisors
New Jersey
$2.01M
QWP
666
Quotient Wealth Partners
Texas
$2.01M
VCP
667
Vista Capital Partners
Oregon
$1.99M
RLWM
668
RF&L Wealth Management
Massachusetts
$1.98M
PFM
669
Phillips Financial Management
Indiana
$1.96M
CC
670
Clearwave Capital
California
$1.95M
GWM
671
Geneos Wealth Management
Colorado
$1.95M
TNA
672
True North Advisors
Texas
$1.93M
SCI
673
Stableford Capital II
Arizona
$1.93M
TAM
674
Titleist Asset Management
Texas
$1.92M
AP
675
Anchyra Partners
Georgia
$1.91M