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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
CWM
1176
Chicago Wealth Management
Illinois
$551K
SFG
1177
Sovereign Financial Group
Connecticut
$551K
TM
1178
TigerOak Management
New Mexico
$550K
TAM
1179
Townsend Asset Management
North Carolina
$549K
PGA
1180
Portland Global Advisors
Maine
$547K
YIA
1181
YHB Investment Advisors
Connecticut
$546K
CNBOF
1182
City National Bank of Florida
Florida
$539K
OA
1183
Operose Advisors
Wisconsin
$539K
GKWIM
1184
Gerber Kawasaki Wealth & Investment Management
California
$539K
DI
1185
Decision Investments
California
$538K
KIM
1186
Kestra Investment Management
Texas
$534K
Members Trust
1187
Members Trust
Florida
$533K
HPIA
1188
Hamilton Point Investment Advisors
North Carolina
$532K
AIC
1189
Archer Investment Corporation
Indiana
$531K
SHGA
1190
Sand Hill Global Advisors
California
$530K
CC
1191
Cypress Capital
Tennessee
$530K
FMTC
1192
Farmers & Merchants Trust Company
California
$529K
EIA
1193
Edgemoor Investment Advisors
Maryland
$527K
WCP
1194
Wealthcare Capital Partners
Pennsylvania
$527K
IA
1195
Insight Advisors
Pennsylvania
$526K
BBPWM
1196
Blue Bell Private Wealth Management
Pennsylvania
$522K
WCM
1197
WealthBridge Capital Management
Ohio
$522K
SP
1198
Stablepoint Partners
Massachusetts
$520K
LPAM
1199
Lodestar Private Asset Management
California
$520K
CPBTD
1200
Central Pacific Bank - Trust Division
Hawaii
$519K