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iShares Russell 1000 Value ETF

1,878 hedge funds and large institutions have $57.9B invested in iShares Russell 1000 Value ETF in 2025 Q4 according to their latest regulatory filings, with 229 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: 1,7401,878 (+138)

2.45% more ownership

Funds ownership: 80.26%82.7% (+2.4%)

85% less call options, than puts

Call options by funds: $111M | Put options by funds: $738M

Holders
1,878
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
103
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
FCH
751
Freestone Capital Holdings
Washington
$1.53M
LA
752
Legacy Advisors
Pennsylvania
$1.53M
SC
753
SouthState Corp
Florida
$1.52M
TC
754
Tannin Capital
North Carolina
$1.51M
WF
755
Welch & Forbes
Massachusetts
$1.5M
GT
756
Greenleaf Trust
Michigan
$1.5M
OCG
757
Opus Capital Group
Ohio
$1.49M
DC
758
Davenport & Co
Virginia
$1.49M
TPWA
759
Twin Peaks Wealth Advisors
California
$1.48M
BRWA
760
B. Riley Wealth Advisors
Florida
$1.47M
N
761
Natixis
France
$1.47M
GWM
762
Global Wealth Management
New Jersey
$1.46M
GA
763
Greenspring Advisors
Maryland
$1.46M
AWM
764
Angeles Wealth Management
California
$1.46M
AIP
765
Almanack Investment Partners
Pennsylvania
$1.46M
WCP
766
Wick Capital Partners
Pennsylvania
$1.45M
WMA
767
West Michigan Advisors
Michigan
$1.45M
CT
768
Colonial Trust
South Carolina
$1.45M
LFG
769
Larson Financial Group
Missouri
$1.44M
TCBWMS
770
Texas Capital Bank Wealth Management Services
Texas
$1.44M
MSWMA
771
Market Street Wealth Management Advisors
Indiana
$1.44M
AWM
772
Aureum Wealth Management
Florida
$1.43M
BIA
773
BHK Investment Advisors
Alabama
$1.43M
GSIS
774
Global Strategic Investment Solutions
Arizona
$1.43M
FNT
775
First National Trust
Pennsylvania
$1.43M