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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
AWA
1301
Arbor Wealth Advisors
Michigan
$402K
HIS
1302
Horizon Investment Services
Indiana
$400K
AC
1303
Allstate Corporation
Illinois
$400K
IWM
1304
Integris Wealth Management
California
$400K
PSA
1305
Plum Street Advisors
Louisiana
$399K
PAI
1306
Pittenger & Anderson Inc
Nebraska
$399K
PCM
1307
Poehling Capital Management
Wisconsin
$397K
PCH
1308
PGIM Custom Harvest
New Jersey
$395K
GEA
1309
Glen Eagle Advisors
New Jersey
$395K
CA
1310
Crewe Advisors
Utah
$395K
BCA
1311
Bay Capital Advisors
Virginia
$394K
MWP
1312
Madison Wealth Partners
Wisconsin
$394K
IIM
1313
Ironwood Investment Management
Massachusetts
$393K
PGWA
1314
Plus Group Wealth Advisors
Wisconsin
$393K
AWP
1315
Abacus Wealth Partners
California
$391K
MA
1316
MJP Associates
Connecticut
$390K
WT
1317
Washington Trust
Rhode Island
$390K
MP
1318
McDonald Partners
Ohio
$389K
SFP
1319
Strategic Financial Partners
Oregon
$388K
PPW
1320
PACK Private Wealth
Minnesota
$387K
BEI
1321
Benjamin Edwards Inc
Missouri
$387K
SWP
1322
ShoreHaven Wealth Partners
New Jersey
$386K
RWMH
1323
Riverpoint Wealth Management Holdings
Illinois
$386K
JPWM
1324
Jamison Private Wealth Management
Georgia
$385K
CBB
1325
Citizens Business Bank
California
$384K