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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
BL
1426
Balentine LLC
Georgia
$325K
MFA
1427
McClarren Financial Advisors
Pennsylvania
$325K
AIMC
1428
Alley Investment Management Company
Illinois
$325K
EL
1429
EWA LLC
Pennsylvania
$324K
SPP
1430
Single Point Partners
Massachusetts
$322K
CAG
1431
Csenge Advisory Group
Florida
$321K
CWMS
1432
CFG Wealth Management Services
Indiana
$321K
SSWM
1433
Smith Salley Wealth Management
North Carolina
$321K
TCOT
1434
Trust Company of Toledo
Ohio
$320K
VWM
1435
Valley Wealth Managers
New Jersey
$318K
EC
1436
EdgeRock Capital
Colorado
$317K
PWP
1437
Private Wealth Partners
California
$317K
PWMAG
1438
Pinnacle Wealth Management Advisory Group
New Jersey
$317K
AHB
1439
Abner Herrman & Brock
New Jersey
$316K
BCM
1440
Boreal Capital Management
Florida
$316K
TIM
1441
Thompson Investment Management
Wisconsin
$316K
WA
1442
Wealth Architects
California
$315K
WBG
1443
Wharton Business Group
Pennsylvania
$315K
BEAM
1444
Baker Ellis Asset Management
Washington
$313K
EIP
1445
Easterly Investment Partners
Massachusetts
$312K
SWM
1446
Stockman Wealth Management
Montana
$310K
MPW
1447
MASECO Private Wealth
$310K
CPCM
1448
Cardinal Point Capital Management
Ontario, Canada
$307K
SFG
1449
SNS Financial Group
Minnesota
$306K
PC
1450
Permanens Capital
New York
$306K