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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
AIC
1176
Archer Investment Corporation
Indiana
$531K
SHGA
1177
Sand Hill Global Advisors
California
$530K
CC
1178
Cypress Capital
Tennessee
$530K
FMTC
1179
Farmers & Merchants Trust Company
California
$529K
EIA
1180
Edgemoor Investment Advisors
Maryland
$527K
WCP
1181
Wealthcare Capital Partners
Pennsylvania
$527K
IA
1182
Insight Advisors
Pennsylvania
$526K
BBPWM
1183
Blue Bell Private Wealth Management
Pennsylvania
$522K
WCM
1184
WealthBridge Capital Management
Ohio
$522K
SP
1185
Stablepoint Partners
Massachusetts
$520K
LPAM
1186
Lodestar Private Asset Management
California
$520K
CPBTD
1187
Central Pacific Bank - Trust Division
Hawaii
$519K
TWM
1188
TCFG Wealth Management
California
$518K
HWA
1189
Heartwood Wealth Advisors
Virginia
$518K
BFS
1190
Beacon Financial Strategies
North Carolina
$517K
AT
1191
Arlington Trust
Alabama
$515K
BIG
1192
Brooklyn Investment Group
New York
$513K
GCM
1193
Gallacher Capital Management
Colorado
$510K
AF
1194
Atala Financial
California
$510K
AAM
1195
Austin Asset Management
Texas
$505K
MC
1196
Moors & Cabot
Massachusetts
$500K
MFS
1197
McNamara Financial Services
Massachusetts
$497K
PWW
1198
Pettyjohn Wood & White
Virginia
$496K
NWM
1199
Navigation Wealth Management
Colorado
$496K
ODIJL
1200
One Day In July LLC
Vermont
$496K