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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
PF
1526
PlanWiser Financial
Colorado
$267K
PP
1527
PDS Planning
Ohio
$267K
ONST
1528
Old North State Trust
North Carolina
$266K
OFA
1529
Oak Family Advisors
Illinois
$266K
VDBMI
1530
Van Den Berg Management I
Texas
$264K
HFS
1531
Hantz Financial Services
Michigan
$263K
PIM
1532
Penobscot Investment Management
Massachusetts
$262K
ACI
1533
Alpha Cubed Investments
California
$261K
PMWMG
1534
Parr McKnight Wealth Management Group
Minnesota
$261K
FFP
1535
FourThought Financial Partners
Florida
$260K
RS
1536
Retirement Solution
Washington
$260K
LGA
1537
Lebenthal Global Advisors
New York
$260K
QFW
1538
QTR Family Wealth
Florida
$260K
DWP
1539
Daymark Wealth Partners
Ohio
$260K
AP
1540
Atwood & Palmer
Missouri
$260K
FWIA
1541
Fort Washington Investment Advisors
Ohio
$259K
PC
1542
Pecaut & Co
Iowa
$258K
FFS
1543
Founders Financial Securities
Maryland
$258K
WTA
1544
Washington Trust Advisors
Massachusetts
$258K
KBFS
1545
Kohmann Bosshard Financial Services
Ohio
$258K
BPFA
1546
Barnes Pettey Financial Advisors
Mississippi
$257K
UWM
1547
USAdvisors Wealth Management
Minnesota
$257K
GWM
1548
Greenhouse Wealth Management
Connecticut
$257K
AWAP
1549
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$256K
EWP
1550
Elevation Wealth Partners
California
$256K