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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
WG
1401
Watchman Group
Texas
$328K
TC
1402
Trust Company
Kansas
$327K
BF
1403
Baring Financial
Washington
$327K
VPIM
1404
Vanguard Personalized Indexing Management
California
$327K
SCM
1405
Stonehearth Capital Management
Massachusetts
$327K
JAG
1406
Journey Advisory Group
Kentucky
$326K
DA
1407
Doliver Advisors
Texas
$326K
KWMG
1408
King Wealth Management Group
Florida
$326K
JC
1409
JB Capital
Connecticut
$326K
BHA
1410
Beech Hill Advisors
New York
$326K
FPTW
1411
Franklin, Parlapiano, Turner & Welch
Texas
$325K
BL
1412
Balentine LLC
Georgia
$325K
MFA
1413
McClarren Financial Advisors
Pennsylvania
$325K
AIMC
1414
Alley Investment Management Company
Illinois
$325K
EL
1415
EWA LLC
Pennsylvania
$324K
SPP
1416
Single Point Partners
Massachusetts
$322K
CAG
1417
Csenge Advisory Group
Florida
$321K
SSWM
1418
Smith Salley Wealth Management
North Carolina
$321K
TCOT
1419
Trust Company of Toledo
Ohio
$320K
VWM
1420
Valley Wealth Managers
New Jersey
$318K
EC
1421
EdgeRock Capital
Colorado
$317K
PWP
1422
Private Wealth Partners
California
$317K
PWMAG
1423
Pinnacle Wealth Management Advisory Group
New Jersey
$317K
AHB
1424
Abner Herrman & Brock
New Jersey
$316K
BCM
1425
Boreal Capital Management
Florida
$316K