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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
CPA
1376
Cathy Pareto & Associates
Florida
$350K
FMTCOCP
1377
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$350K
RG
1378
Rathbones Group
United Kingdom
$350K
ERWM
1379
Elk River Wealth Management
Colorado
$350K
EI
1380
EFG International
$349K
PRAG
1381
Portfolio Resources Advisor Group
Florida
$349K
APC
1382
Aspire Private Capital
North Carolina
$349K
SFS
1383
Sharp Financial Services
Pennsylvania
$349K
KMWM
1384
Keudell/Morrison Wealth Management
Oregon
$348K
WMP
1385
Wealth Management Partners
Arizona
$348K
Belvedere Trading
1386
Belvedere Trading
Illinois
$347K
FCAS
1387
First Command Advisory Services
Texas
$347K
SEEDPG
1388
S.E.E.D. Planning Group
New York
$347K
JFA
1389
JNBA Financial Advisors
Minnesota
$347K
CIBC World Market
1390
CIBC World Market
Ontario, Canada
$346K
FPB
1391
First PREMIER Bank
South Dakota
$346K
AP
1392
Appleton Partners
Massachusetts
$345K
BI
1393
Berkeley Inc
Idaho
$344K
CWL
1394
Causey Wealth LLC
Colorado
$344K
PL
1395
Plancorp LLC
Missouri
$343K
BWM
1396
BCGM Wealth Management
Indiana
$343K
DWA
1397
Delap Wealth Advisory
Oregon
$343K
ERIC
1398
Eagle Rock Investment Company
Georgia
$342K
LG
1399
LaFleur & Godfrey
Michigan
$342K
HAIM
1400
Hunter Associates Investment Management
Pennsylvania
$342K