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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
PA
1401
Powerhouse Assets
Massachusetts
$340K
DM
1402
Diversified Management
Wisconsin
$340K
KWA
1403
Kondo Wealth Advisors
California
$339K
SC
1404
Stephenson & Company
California
$336K
First Trust Advisors
1405
First Trust Advisors
Illinois
$334K
MPCG
1406
Matrix Private Capital Group
New York
$334K
LNB
1407
Ledyard National Bank
$333K
EFA
1408
Evernest Financial Advisors
Indiana
$332K
SAG
1409
SageView Advisory Group
California
$331K
NHC
1410
Nicholas Hoffman & Company
Georgia
$331K
APW
1411
Acima Private Wealth
Virginia
$330K
PWMG
1412
Pinnacle Wealth Management Group
Michigan
$330K
JJBC
1413
James J. Burns & Company
New York
$330K
OHWP
1414
Oak Harbor Wealth Partners
North Carolina
$328K
WG
1415
Watchman Group
Texas
$328K
TC
1416
Trust Company
Kansas
$327K
BF
1417
Baring Financial
Washington
$327K
VPIM
1418
Vanguard Personalized Indexing Management
California
$327K
SCM
1419
Stonehearth Capital Management
Massachusetts
$327K
JAG
1420
Journey Advisory Group
Kentucky
$326K
DA
1421
Doliver Advisors
Texas
$326K
KWMG
1422
King Wealth Management Group
Florida
$326K
JC
1423
JB Capital
Connecticut
$326K
BHA
1424
Beech Hill Advisors
New York
$326K
FPTW
1425
Franklin, Parlapiano, Turner & Welch
Texas
$325K