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iShares Russell 1000 Value ETF

1,881 hedge funds and large institutions have $58B invested in iShares Russell 1000 Value ETF in 2025 Q4 according to their latest regulatory filings, with 231 funds opening new positions, 646 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: 1,7411,881 (+140)

2.47% more ownership

Funds ownership: 80.27%82.74% (+2.5%)

85% less call options, than puts

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

Holders
1,881
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
105
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
PW
1226
PUREfi Wealth
Massachusetts
$471K
TCM
1227
Towercrest Capital Management
Pennsylvania
$470K
PTP
1228
Platform Technology Partners
New York
$470K
SLG
1229
Stanley-Laman Group
Pennsylvania
$468K
HCM
1230
Hollencrest Capital Management
California
$467K
WI
1231
WrapManager Inc
California
$467K
TI
1232
Truepoint Inc
Ohio
$466K
CCFM
1233
Clear Creek Financial Management
Washington
$466K
CF
1234
Clarity Financial
Texas
$465K
RDFA
1235
Ritter Daniher Financial Advisory
Ohio
$462K
HA
1236
Heartland Advisors
Wisconsin
$461K
SIC
1237
Salem Investment Counselors
North Carolina
$460K
RWM
1238
Rockwood Wealth Management
Pennsylvania
$459K
ICP
1239
Impact Capital Partners
Colorado
$459K
PPW
1240
Pasadena Private Wealth
California
$458K
WSWA
1241
Warren Street Wealth Advisors
California
$457K
HBWM
1242
Hollow Brook Wealth Management
New York
$456K
CA
1243
Centerpoint Advisors
Massachusetts
$456K
JGIA
1244
Jackson Grant Investment Advisers
Connecticut
$456K
PCTC
1245
Perkins Coie Trust Company
Washington
$455K
AWP
1246
Accretive Wealth Partners
New Jersey
$455K
MAS
1247
Meeder Advisory Services
Ohio
$454K
WEG
1248
World Equity Group
Illinois
$453K
GGS
1249
Galvin Gaustad & Stein
Arizona
$452K
TWP
1250
Triad Wealth Partners
Kansas
$452K