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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
EL
926
ES4 LLC
California
$972K
FBT
927
First Bank & Trust
South Dakota
$969K
DAS
928
Daybright Advisory Services
Florida
$968K
RVM
929
Robinson Value Management
Texas
$965K
GAB
930
German American Bancorp
Indiana
$958K
MWM
931
MOR Wealth Management
Pennsylvania
$957K
AWM
932
Accurate Wealth Management
Florida
$955K
GPA
933
Guidance Point Advisors
Massachusetts
$954K
AGC
934
Aspen Grove Capital
Colorado
$950K
JSW
935
Journey Strategic Wealth
New Jersey
$948K
EWM
936
Elmwood Wealth Management
California
$948K
OAM
937
Occidental Asset Management
California
$947K
BCM
938
BlueCrest Capital Management
Jersey
$947K
HF
939
HRT Financial
New York
$938K
RPWA
940
Regent Peak Wealth Advisors
Georgia
$930K
OWA
941
Opal Wealth Advisors
New York
$929K
LAM
942
Lakewood Asset Management
Illinois
$927K
ANBT
943
American National Bank & Trust
Texas
$926K
GRA
944
Golden Road Advisors
Florida
$925K
RW
945
Regimen Wealth
Georgia
$924K
WTB
946
Washington Trust Bank
Washington
$924K
SCM
947
Smead Capital Management
Arizona
$924K
PAS
948
PKS Advisory Services
New York
$923K
MA
949
Mezzasalma Advisors
New Jersey
$919K
HFS
950
Hoge Financial Services
Pennsylvania
$915K