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iShares Russell 1000 Value ETF

1,898 hedge funds and large institutions have $58B invested in iShares Russell 1000 Value ETF in 2025 Q4 according to their latest regulatory filings, with 241 funds opening new positions, 650 increasing their positions, 547 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: 1,7461,898 (+152)

2.49% more ownership

Funds ownership: 80.27%82.77% (+2.5%)

85% less call options, than puts

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

Holders
1,898
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
106
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
WBCM
1651
Wilson & Boucher Capital Management
California
$207K
MCM
1652
Monument Capital Management
Virginia
$206K
CAM
1653
Columbia Asset Management
Michigan
$206K
LTI
1654
Laffer Tengler Investments
Tennessee
$206K
HCM
1655
Howland Capital Management
Massachusetts
$206K
GPA
1656
Guerra Pan Advisors
New Jersey
$206K
COI
1657
Connable Office Inc
Michigan
$205K
AMBIA
1658
Allen Mooney & Barnes Investment Advisors
Georgia
$204K
RTC
1659
Real Talk Capital
Tennessee
$204K
DA
1660
Drake & Associates
Wisconsin
$203K
CSB
1661
City State Bank
Iowa
$202K
HWM
1662
Howard Wealth Management
Connecticut
$202K
VCM
1663
Vision Capital Management
Oregon
$202K
MF
1664
Manchester Financial
California
$201K
GD
1665
Grandfield & Dodd
New York
$201K
PGAM
1666
Princeton Global Asset Management
New Jersey
$201K
TWC
1667
TD Waterhouse Canada
Ontario, Canada
$201K
SA
1668
Seneschal Advisors
Washington
$200K
GFL
1669
Granite FO LLC
New Hampshire
$192K
CWM
1670
Copia Wealth Management
Oregon
$191K
WBC
1671
West Branch Capital
Massachusetts
$189K
IWP
1672
IAG Wealth Partners
Wisconsin
$186K
BFP
1673
Birchwood Financial Partners
Minnesota
$185K
SIS
1674
Sound Income Strategies
Florida
$183K
MWA
1675
Medallion Wealth Advisors
Connecticut
$183K