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iShares Russell 1000 Value ETF

1,864 hedge funds and large institutions have $57.7B invested in iShares Russell 1000 Value ETF in 2025 Q4 according to their latest regulatory filings, with 225 funds opening new positions, 642 increasing their positions, 544 reducing their positions, and 58 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: $ → $

7% more funds holding

Funds holding: 1,7381,864 (+126)

2.16% more ownership

Funds ownership: 80.26%82.41% (+2.2%)

85% less call options, than puts

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

Holders
1,864
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
103
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
CFD
1676
Creative Financial Designs
Indiana
$132K
MG
1677
MilWealth Group
Wisconsin
$130K
Schroder Investment Management Group
1678
Schroder Investment Management Group
United Kingdom
$126K
CAIM
1679
Catherine Avery Investment Management
Florida
$125K
MDCM
1680
Morgan Dempsey Capital Management
Wisconsin
$124K
WAG
1681
Windsor Advisory Group
Ohio
$123K
WWM
1682
Wolff Wiese Magana
California
$123K
PCM
1683
Palouse Capital Management
Washington
$121K
UCB
1684
United Community Bank
South Carolina
$121K
AT
1685
Avalon Trust
New Mexico
$117K
STB
1686
S&T Bank
Pennsylvania
$116K
ETS
1687
ESL Trust Services
New York
$113K
PWM
1688
Provident Wealth Management
Tennessee
$109K
JHCP
1689
Jackson Hole Capital Partners
Oklahoma
$105K
AIA
1690
Arcadia Investment Advisors
Idaho
$102K
WETS
1691
Wealth Enhancement Trust Services
South Dakota
$101K
CICI
1692
Capital Investment Counsel Inc
North Carolina
$99.9K
CF
1693
Collier Financial
Colorado
$99.7K
CTWM
1694
Cherry Tree Wealth Management
Minnesota
$99.3K
BWM
1695
Bernard Wealth Management
Michigan
$98.2K
CMP
1696
Coston McIsaac & Partners
Maine
$98K
TF
1697
Tompkins Financial
New York
$97.2K
CIA
1698
Cape Investment Advisory
Georgia
$95.9K
TCM
1699
TD Capital Management
Tennessee
$95.5K
CFM
1700
Cornerstone Financial Management
Massachusetts
$93.6K