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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
Koshinski Asset Management
1301
Koshinski Asset Management
Illinois
$405K
PCA
1302
Prosperity Capital Advisors
Ohio
$404K
AWA
1303
Arbor Wealth Advisors
Michigan
$402K
HIS
1304
Horizon Investment Services
Indiana
$400K
IWM
1305
Integris Wealth Management
California
$400K
AC
1306
Allstate Corporation
Illinois
$400K
PSA
1307
Plum Street Advisors
Louisiana
$399K
PAI
1308
Pittenger & Anderson Inc
Nebraska
$399K
PCM
1309
Poehling Capital Management
Wisconsin
$397K
PCH
1310
PGIM Custom Harvest
New Jersey
$395K
GEA
1311
Glen Eagle Advisors
New Jersey
$395K
CA
1312
Crewe Advisors
Utah
$395K
BCA
1313
Bay Capital Advisors
Virginia
$394K
MWP
1314
Madison Wealth Partners
Wisconsin
$394K
IIM
1315
Ironwood Investment Management
Massachusetts
$393K
PGWA
1316
Plus Group Wealth Advisors
Wisconsin
$393K
AWP
1317
Abacus Wealth Partners
California
$391K
MA
1318
MJP Associates
Connecticut
$390K
WT
1319
Washington Trust
Rhode Island
$390K
MP
1320
McDonald Partners
Ohio
$389K
SFP
1321
Strategic Financial Partners
Oregon
$388K
PPW
1322
PACK Private Wealth
Minnesota
$387K
BEI
1323
Benjamin Edwards Inc
Missouri
$387K
SWP
1324
ShoreHaven Wealth Partners
New Jersey
$386K
RWMH
1325
Riverpoint Wealth Management Holdings
Illinois
$386K