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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
PTP
1226
Platform Technology Partners
New York
$470K
SLG
1227
Stanley-Laman Group
Pennsylvania
$468K
HCM
1228
Hollencrest Capital Management
California
$467K
WI
1229
WrapManager Inc
California
$467K
TI
1230
Truepoint Inc
Ohio
$466K
CCFM
1231
Clear Creek Financial Management
Washington
$466K
CF
1232
Clarity Financial
Texas
$465K
RDFA
1233
Ritter Daniher Financial Advisory
Ohio
$462K
HA
1234
Heartland Advisors
Wisconsin
$461K
SIC
1235
Salem Investment Counselors
North Carolina
$460K
RWM
1236
Rockwood Wealth Management
Pennsylvania
$459K
ICP
1237
Impact Capital Partners
Colorado
$459K
PPW
1238
Pasadena Private Wealth
California
$458K
WSWA
1239
Warren Street Wealth Advisors
California
$457K
HBWM
1240
Hollow Brook Wealth Management
New York
$456K
CA
1241
Centerpoint Advisors
Massachusetts
$456K
JGIA
1242
Jackson Grant Investment Advisers
Connecticut
$456K
PCTC
1243
Perkins Coie Trust Company
Washington
$455K
AWP
1244
Accretive Wealth Partners
New Jersey
$455K
MAS
1245
Meeder Advisory Services
Ohio
$454K
WEG
1246
World Equity Group
Illinois
$453K
GGS
1247
Galvin Gaustad & Stein
Arizona
$452K
TWP
1248
Triad Wealth Partners
Kansas
$452K
SHFA
1249
SC&H Financial Advisors
Maryland
$452K
GC
1250
Gibson Capital
Pennsylvania
$451K