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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
CAAM
1201
Cornerstone Advisors Asset Management
Pennsylvania
$496K
FCAM
1202
First Citizens Asset Management
North Carolina
$495K
OIM
1203
Oder Investment Management
California
$495K
PAM
1204
Palisade Asset Management
Minnesota
$491K
GSEP
1205
Golden State Equity Partners
California
$491K
BPWM
1206
BCS Private Wealth Management
New Jersey
$491K
EIP
1207
Ellis Investment Partners
Pennsylvania
$489K
AFG
1208
Atomi Financial Group
New York
$489K
HP
1209
HT Partners
Connecticut
$488K
HFA
1210
High Falls Advisors
New York
$488K
PCM
1211
Parsons Capital Management
Rhode Island
$488K
AA
1212
Aufman Associates
Pennsylvania
$486K
KA
1213
Kovack Advisors
Florida
$486K
HFS
1214
Heritage Financial Services
Massachusetts
$485K
SW
1215
SVB Wealth
Massachusetts
$485K
AIP
1216
Alexis Investment Partners
Texas
$480K
FC
1217
Fusion Capital
South Carolina
$480K
LCAM
1218
London & Capital Asset Management
United Kingdom
$479K
CFG
1219
Clayton Financial Group
Missouri
$478K
PIA
1220
Petredis Investment Advisors
Pennsylvania
$477K
LSPW
1221
Lake Street Private Wealth
Illinois
$476K
TIM
1222
Tortoise Investment Management
New York
$473K
MSA
1223
Marino Stram & Associates
Massachusetts
$471K
PW
1224
PUREfi Wealth
Massachusetts
$471K
TCM
1225
Towercrest Capital Management
Pennsylvania
$470K