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iShares Russell 1000 Value ETF

1,880 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, 646 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: 1,7411,880 (+139)

2.47% more ownership

Funds ownership: 80.27%82.74% (+2.5%)

85% less call options, than puts

Call options by funds: $111M | Put options by funds: $738M

Holders
1,880
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
105
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
VCM
1651
Vision Capital Management
Oregon
$202K
MF
1652
Manchester Financial
California
$201K
GD
1653
Grandfield & Dodd
New York
$201K
PGAM
1654
Princeton Global Asset Management
New Jersey
$201K
TWC
1655
TD Waterhouse Canada
Ontario, Canada
$201K
SA
1656
Seneschal Advisors
Washington
$200K
GFL
1657
Granite FO LLC
New Hampshire
$192K
CWM
1658
Copia Wealth Management
Oregon
$191K
WBC
1659
West Branch Capital
Massachusetts
$189K
IWP
1660
IAG Wealth Partners
Wisconsin
$186K
BFP
1661
Birchwood Financial Partners
Minnesota
$185K
SIS
1662
Sound Income Strategies
Florida
$183K
NFSG
1663
Newbridge Financial Services Group
Florida
$183K
LBC
1664
Lowe Brockenbrough & Co
Virginia
$182K
W
1665
WealthCollab
Washington
$181K
CBT
1666
CoreFirst Bank & Trust
Kansas
$180K
KFP
1667
Kerr Financial Planning
California
$174K
POIA
1668
Pin Oak Investment Advisors
Texas
$169K
T
1669
TrustBank
Illinois
$168K
AIS
1670
Advocate Investing Services
Maryland
$168K
MSWA
1671
Marshall & Sterling Wealth Advisors
New York
$164K
DFC
1672
DB Fitzpatrick & Co
Idaho
$161K
MFT
1673
Moisand Fitzgerald Tamayo
Florida
$160K
CPG
1674
Cornerstone Planning Group
New Jersey
$160K
GWS
1675
Greykasell Wealth Strategies
California
$159K