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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
LIM
1076
Leavell Investment Management
Alabama
$677K
BW
1077
BIP Wealth
Georgia
$676K
TA
1078
TrueWealth Advisors
Alabama
$675K
DWM
1079
Darwin Wealth Management
Florida
$674K
TF
1080
Tudor Financial
Ohio
$673K
FCA
1081
Fortis Capital Advisors
Kansas
$673K
SEIA
1082
Signature Estate & Investment Advisors
California
$673K
IAN
1083
Integrated Advisors Network
Texas
$672K
WSA
1084
Wealth Science Advisors
Georgia
$672K
GWS
1085
Glassman Wealth Services
Virginia
$664K
JWM
1086
Jacksonville Wealth Management
Florida
$661K
PWP
1087
Perfromance Wealth Partners
Illinois
$661K
CD
1088
Chapin Davis
Maryland
$660K
RWM
1089
Rialto Wealth Management
New York
$660K
FCFC
1090
First Commonwealth Financial Corp
Pennsylvania
$655K
FDDB
1091
Fidelity D&D Bancorp
Pennsylvania
$655K
RMDI
1092
R.M. Davis Inc
Maine
$654K
RSWA
1093
Robinson Smith Wealth Advisors
Maine
$653K
RT
1094
Rockland Trust
Massachusetts
$653K
Renaissance Technologies
1095
Renaissance Technologies
New York
$652K
SA
1096
Skyline Advisors
Washington
$651K
BWFA
1097
Baltimore-Washington Financial Advisors
Maryland
$641K
KHCM
1098
Kirtland Hills Capital Management
Ohio
$640K
Betterment LLC
1099
Betterment LLC
New York
$640K
CNC
1100
Citizens & Northern Corp
Pennsylvania
$637K