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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
CFS
876
CRA Financial Services
New Jersey
$1.11M
FMII
877
Farmers & Merchants Investments Inc
Nebraska
$1.11M
CCMG
878
Clark Capital Management Group
Pennsylvania
$1.11M
YP
879
YANKCOM Partnership
South Dakota
$1.11M
CTC
880
Central Trust Company
Missouri
$1.1M
NPF
881
Norris Perne & French
Michigan
$1.1M
IAG
882
Investmark Advisory Group
Connecticut
$1.1M
JWM
883
JP Wealth Management
South Carolina
$1.1M
BFC
884
Bedel Financial Consulting
Indiana
$1.09M
CHC
885
City Holding Co
West Virginia
$1.09M
HIP
886
HUB Investment Partners
Texas
$1.09M
AHC
887
Anderson Hoagland & Co
Missouri
$1.09M
SHJ
888
Sharkey, Howes & Javer
Colorado
$1.09M
CCM
889
Coldstream Capital Management
Washington
$1.09M
FFA
890
First Foundation Advisors
California
$1.09M
LT
891
Legacy Trust
Michigan
$1.09M
EI
892
Ellevest Inc
New York
$1.09M
BWA
893
BlueChip Wealth Advisors
Georgia
$1.08M
BWP
894
BSW Wealth Partners
Colorado
$1.08M
KCM
895
Kornitzer Capital Management
Kansas
$1.08M
BF
896
Bonfire Financial
Colorado
$1.08M
RA
897
Rodgers & Associates
Pennsylvania
$1.07M
SCI
898
S&CO Inc
Massachusetts
$1.06M
FA
899
Fiducient Advisors
Illinois
$1.06M
HP
900
Holistic Planning
Texas
$1.06M