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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
SNBOSD
1551
Security National Bank of So Dak
Iowa
$255K
CC
1552
Commons Capital
Massachusetts
$255K
FRA
1553
Frank Rimerman Advisors
California
$254K
HWMC
1554
Heritage Wealth Management (California)
California
$254K
PWM
1555
Pines Wealth Management
North Carolina
$253K
TC
1556
Trilogy Capital
California
$253K
MTIC
1557
Missouri Trust & Investment Company
Missouri
$252K
TLFA
1558
True Link Financial Advisors
California
$251K
NAMM
1559
NorthStar Asset Management (Massachusetts)
Massachusetts
$250K
TFO
1560
Timonier Family Office
North Carolina
$250K
CAM
1561
Cozad Asset Management
Illinois
$250K
AFP
1562
Alpha Financial Partners
Kentucky
$248K
MGWA
1563
Monument Group Wealth Advisors
Massachusetts
$247K
ISFAN
1564
Investor's Fiduciary Advisor Network
Washington
$247K
1WA
1565
180 Wealth Advisors
Washington
$246K
CRI
1566
Commonwealth Retirement Investments
Virginia
$245K
FAC
1567
Financial Advisory Corporation
Michigan
$245K
SG
1568
Sharper & Granite
California
$244K
FWP
1569
Falcon Wealth Planning
California
$244K
NG
1570
Novem Group
New York
$243K
LCGC
1571
Legacy Capital Group California
California
$242K
SAM
1572
SP Asset Management
California
$242K
PP
1573
Patten & Patten
Tennessee
$242K
LWAM
1574
Legacy Wealth Asset Management
Minnesota
$241K
PIMG
1575
Patriot Investment Management Group
Tennessee
$241K