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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
TSWM
1276
Triangle Securities Wealth Management
North Carolina
$429K
CST
1277
Charles Schwab Trust
Nevada
$428K
OFS
1278
Orrstown Financial Services
Pennsylvania
$428K
GG
1279
Greenwood Gearhart
Arkansas
$427K
PCA
1280
Providence Capital Advisors
North Carolina
$427K
AIA
1281
AssuredPartners Investment Advisors
Florida
$427K
AF
1282
ASL Financial
California
$425K
FNBT
1283
FineMark National Bank & Trust
Florida
$424K
CWM
1284
Curtis Wealth Management
Nevada
$422K
TWA
1285
Talisman Wealth Advisors
New Jersey
$421K
VCP
1286
Verus Capital Partners
Arizona
$419K
ME
1287
McIlrath & Eck
Washington
$418K
LWMT
1288
Legacy Wealth Management (Tennessee)
Tennessee
$417K
SOS
1289
Silver Oak Securities
Tennessee
$417K
GPW
1290
Gray Private Wealth
Massachusetts
$414K
AMPWP
1291
Alvarez & Marsal Private Wealth Partners
Florida
$414K
MPI
1292
Mairs & Power Inc
Minnesota
$413K
LWM
1293
LJI Wealth Management
Indiana
$413K
SL
1294
Sentinus LLC
Illinois
$407K
FWI
1295
Facet Wealth Inc
Maryland
$407K
CFS
1296
Coordinated Financial Services
Colorado
$407K
IFWM
1297
Institute for Wealth Management
Colorado
$406K
MWM
1298
Mascagni Wealth Management
Mississippi
$406K
NDBT
1299
North Dallas Bank & Trust
Texas
$405K
MA
1300
MCF Advisors
Kentucky
$405K