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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
SB
726
Strategic Blueprint
Georgia
$1.62M
DWM
727
Diversify Wealth Management
Utah
$1.62M
CFG
728
Cooper Financial Group
California
$1.62M
MAM
729
MMA Asset Management
Pennsylvania
$1.61M
KFI
730
Key Financial Inc
Pennsylvania
$1.61M
LNWTC
731
Laird Norton Wetherby Trust Company
Washington
$1.6M
ADL
732
Asset Dedication LLC
California
$1.6M
IA
733
IFG Advisory
Georgia
$1.6M
PFP
734
Paragon Financial Partners
California
$1.6M
FWTB
735
First Western Trust Bank
Colorado
$1.6M
PFT
736
Providence First Trust
Arizona
$1.59M
IF
737
Intrua Financial
Texas
$1.59M
CFGA
738
Cambridge Financial Group (Arizona)
Arizona
$1.59M
TSS
739
Two Sigma Securities
New York
$1.58M
ML
740
Mayport LLC
Massachusetts
$1.58M
EP
741
Edgestream Partners
New Jersey
$1.58M
CAAS
742
Capital Asset Advisory Services
Michigan
$1.57M
CPA
743
Cardiff Park Advisors
California
$1.56M
MA
744
Maxele Advisors
Missouri
$1.56M
EA
745
Enclave Advisors
Texas
$1.56M
BGAI
746
Bruce G. Allen Investments
Colorado
$1.55M
PCS
747
Personal CFO Solutions
New Jersey
$1.54M
PA
748
Pinnacle Associates
New York
$1.54M
PIA
749
Perennial Investment Advisors
California
$1.54M
SMA
750
Sage Mountain Advisors
Georgia
$1.53M