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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
CIC
1451
Chilton Investment Company
Connecticut
$297K
WMWM
1452
Wilkins Miller Wealth Management
Alabama
$297K
GSC
1453
Ground Swell Capital
South Carolina
$297K
NWAG
1454
Net Worth Advisory Group
Utah
$295K
Wealthfront Advisers
1455
Wealthfront Advisers
California
$295K
MBTD
1456
Mechanics Bank - Trust Department
California
$294K
SIAS
1457
Summit Investment Advisory Services
Minnesota
$294K
OWA
1458
ORBA Wealth Advisors
Illinois
$294K
NQWM
1459
Northwest Quadrant Wealth Management
Oregon
$294K
GAM
1460
Gemmer Asset Management
California
$292K
CA
1461
Crumly & Associates
Illinois
$291K
CFP
1462
Catalyst Financial Partners
Massachusetts
$290K
SWM
1463
Selective Wealth Management
Virginia
$290K
FAM
1464
Formidable Asset Management
Ohio
$290K
GT
1465
GreatBanc Trust
Illinois
$290K
3IP
1466
3Chopt Investment Partners
Virginia
$290K
NB
1467
NBT Bank
New York
$289K
HPC
1468
HM Payson & Co
Maine
$287K
LI
1469
LifeWealth Investments
Florida
$287K
GBWM
1470
Granite Bay Wealth Management
New Hampshire
$287K
HGWM
1471
Horst & Graben Wealth Management
Oregon
$287K
CM
1472
Cornerstone Management
Georgia
$286K
BWM
1473
BCS Wealth Management
Tennessee
$286K
DCM
1474
Donaldson Capital Management
Indiana
$285K
SIC
1475
Sterling Investment Counsel
New York
$284K