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iShares Russell 1000 Value ETF

1,904 hedge funds and large institutions have $58B invested in iShares Russell 1000 Value ETF in 2025 Q4 according to their latest regulatory filings, with 243 funds opening new positions, 651 increasing their positions, 548 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: $ → $

9% more funds holding

Funds holding: 1,7501,904 (+154)

2.51% more ownership

Funds ownership: 80.29%82.79% (+2.5%)

85% less call options, than puts

Call options by funds: $111M | Put options by funds: $738M

Holders
1,904
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
108
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
WS
1351
Wilian Securities
Minnesota
$374K
JSL
1352
JT Stratford LLC
Georgia
$373K
MC
1353
Matisse Capital
Oregon
$371K
AWM
1354
Altus Wealth Management
Kentucky
$370K
UFPG
1355
United Financial Planning Group
New York
$370K
FNB
1356
Farmers National Bank
Kentucky
$369K
PEA
1357
Park Edge Advisors
Ohio
$368K
FW
1358
Fairway Wealth
Ohio
$367K
SC
1359
Schoolcraft Capital
Colorado
$367K
VPF
1360
Vantage Point Financial
Illinois
$367K
PB
1361
Pinnacle Bancorp
Nebraska
$367K
CFA
1362
CWS Financial Advisors
Michigan
$365K
AWMG
1363
Alliance Wealth Management Group
New Jersey
$363K
IC
1364
Inscription Capital
Texas
$363K
RWM
1365
Riverbend Wealth Management
South Carolina
$362K
RRWA
1366
Rainey & Randall Wealth Advisors
Florida
$362K
HWP
1367
Highline Wealth Partners
California
$361K
FLP
1368
Financial Life Planners
Arizona
$360K
CCM
1369
Compass Capital Management
Minnesota
$360K
FPCG
1370
Forum Private Client Group
Indiana
$359K
EWA
1371
Emergent Wealth Advisors
New York
$359K
OLA
1372
Oliver Luxxe Assets
New Jersey
$354K
GWP
1373
Gateway Wealth Partners
Wisconsin
$354K
TH
1374
Team Hewins
California
$353K
FA
1375
Fountainhead AM
New Jersey
$350K