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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
FPB
1376
First PREMIER Bank
South Dakota
$346K
AP
1377
Appleton Partners
Massachusetts
$345K
BI
1378
Berkeley Inc
Idaho
$344K
PL
1379
Plancorp LLC
Missouri
$343K
BWM
1380
BCGM Wealth Management
Indiana
$343K
DWA
1381
Delap Wealth Advisory
Oregon
$343K
ERIC
1382
Eagle Rock Investment Company
Georgia
$342K
LG
1383
LaFleur & Godfrey
Michigan
$342K
HAIM
1384
Hunter Associates Investment Management
Pennsylvania
$342K
PA
1385
Powerhouse Assets
Massachusetts
$340K
DM
1386
Diversified Management
Wisconsin
$340K
KWA
1387
Kondo Wealth Advisors
California
$339K
SC
1388
Stephenson & Company
California
$336K
First Trust Advisors
1389
First Trust Advisors
Illinois
$334K
MPCG
1390
Matrix Private Capital Group
New York
$334K
LNB
1391
Ledyard National Bank
$333K
EFA
1392
Evernest Financial Advisors
Indiana
$332K
SAG
1393
SageView Advisory Group
California
$331K
NHC
1394
Nicholas Hoffman & Company
Georgia
$331K
APW
1395
Acima Private Wealth
Virginia
$330K
PWMG
1396
Pinnacle Wealth Management Group
Michigan
$330K
JJBC
1397
James J. Burns & Company
New York
$330K
OHWP
1398
Oak Harbor Wealth Partners
North Carolina
$328K
WG
1399
Watchman Group
Texas
$328K
TC
1400
Trust Company
Kansas
$327K