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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
JPWM
1326
Jamison Private Wealth Management
Georgia
$385K
CBB
1327
Citizens Business Bank
California
$384K
AGWCA
1328
Annis Gardner Whiting Capital Advisors
Florida
$383K
TF
1329
Trek Financial
Arizona
$383K
CCP
1330
Cassia Capital Partners
North Carolina
$382K
CCG
1331
Cypress Capital Group
Florida
$380K
GKIM
1332
GW&K Investment Management
Massachusetts
$379K
B
1333
Bayban
Minnesota
$375K
EPM
1334
Elm Partners Management
Pennsylvania
$375K
DCM
1335
DGS Capital Management
New Jersey
$374K
AWM
1336
Arista Wealth Management
Nevada
$374K
CTA
1337
Clear Trail Advisors
Texas
$374K
WS
1338
Wilian Securities
Minnesota
$374K
JSL
1339
JT Stratford LLC
Georgia
$373K
MC
1340
Matisse Capital
Oregon
$371K
AWM
1341
Altus Wealth Management
Kentucky
$370K
UFPG
1342
United Financial Planning Group
New York
$370K
FNB
1343
Farmers National Bank
Kentucky
$369K
PEA
1344
Park Edge Advisors
Ohio
$368K
FW
1345
Fairway Wealth
Ohio
$367K
SC
1346
Schoolcraft Capital
Colorado
$367K
VPF
1347
Vantage Point Financial
Illinois
$367K
PB
1348
Pinnacle Bancorp
Nebraska
$367K
CFA
1349
CWS Financial Advisors
Michigan
$365K
AWMG
1350
Alliance Wealth Management Group
New Jersey
$363K