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iShares Russell 1000 Value ETF

1,904 hedge funds and large institutions have $58B invested in iShares Russell 1000 Value ETF in 2025 Q4 according to their latest regulatory filings, with 243 funds opening new positions, 651 increasing their positions, 548 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: $ → $

9% more funds holding

Funds holding: 1,7501,904 (+154)

2.51% more ownership

Funds ownership: 80.29%82.79% (+2.5%)

85% less call options, than puts

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

Holders
1,904
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
108
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
PS
1151
Principal Securities
Iowa
$583K
PFWA
1152
Paces Ferry Wealth Advisors
Georgia
$580K
BCM
1153
Buckhead Capital Management
Georgia
$578K
NRI
1154
NFP Retirement Inc
California
$578K
ABWM
1155
Alpine Bank Wealth Management
Colorado
$577K
CFA
1156
Cahill Financial Advisors
Minnesota
$577K
DJSG
1157
D.J. St. Germain
Massachusetts
$575K
AA
1158
Aire Advisors
California
$574K
BFPW
1159
BOK Financial Private Wealth
Colorado
$574K
GWA
1160
Genesis Wealth Advisors
Massachusetts
$571K
BFO
1161
Biltmore Family Office
North Carolina
$570K
SP
1162
SmartHarvest Portfolios
Washington
$570K
CA
1163
CoreCap Advisors
Michigan
$568K
Barclays
1164
Barclays
United Kingdom
$568K
FRA
1165
Front Row Advisors
California
$567K
SCM
1166
Schnieders Capital Management
California
$566K
AMG
1167
APS Management Group
California
$563K
HC
1168
Hamilton Capital
Ohio
$562K
EW
1169
Elyxium Wealth
California
$561K
M
1170
MOTCO
Texas
$560K
CWG
1171
Cornerstone Wealth Group
North Carolina
$560K
BF
1172
Brogan Financial
Tennessee
$557K
CW
1173
Cedarwood Wealth
Colorado
$555K
KA
1174
Klingman & Associates
New York
$554K
QPWM
1175
Quadrant Private Wealth Management
Pennsylvania
$553K