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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
CCM
751
Cambridge Capital Management
Illinois
$1.53M
FCH
752
Freestone Capital Holdings
Washington
$1.53M
LA
753
Legacy Advisors
Pennsylvania
$1.53M
SC
754
SouthState Corp
Florida
$1.52M
TC
755
Tannin Capital
North Carolina
$1.51M
WF
756
Welch & Forbes
Massachusetts
$1.5M
GT
757
Greenleaf Trust
Michigan
$1.5M
OCG
758
Opus Capital Group
Ohio
$1.49M
DC
759
Davenport & Co
Virginia
$1.49M
TPWA
760
Twin Peaks Wealth Advisors
California
$1.48M
BRWA
761
B. Riley Wealth Advisors
Florida
$1.47M
N
762
Natixis
France
$1.47M
GWM
763
Global Wealth Management
New Jersey
$1.46M
GA
764
Greenspring Advisors
Maryland
$1.46M
AWM
765
Angeles Wealth Management
California
$1.46M
AIP
766
Almanack Investment Partners
Pennsylvania
$1.46M
WCP
767
Wick Capital Partners
Pennsylvania
$1.45M
WMA
768
West Michigan Advisors
Michigan
$1.45M
CT
769
Colonial Trust
South Carolina
$1.45M
LFG
770
Larson Financial Group
Missouri
$1.44M
TCBWMS
771
Texas Capital Bank Wealth Management Services
Texas
$1.44M
MSWMA
772
Market Street Wealth Management Advisors
Indiana
$1.44M
AWM
773
Aureum Wealth Management
Florida
$1.43M
BIA
774
BHK Investment Advisors
Alabama
$1.43M
GSIS
775
Global Strategic Investment Solutions
Arizona
$1.43M