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iShares Russell 1000 Value ETF

1,879 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, 645 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: 1,7401,879 (+139)

2.47% more ownership

Funds ownership: 80.26%82.73% (+2.5%)

85% less call options, than puts

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

Holders
1,879
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
104
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
EPAM
1676
Evelyn Partners Asset Management
$157K
FPF
1677
First Pacific Financial
Washington
$156K
KFAS
1678
Keating Financial Advisory Services
Kansas
$156K
WWA
1679
Wealth Watch Advisors
Colorado
$154K
HBT
1680
Hills Bank & Trust
Iowa
$152K
USB
1681
Union Savings Bank
Connecticut
$149K
SFC
1682
SYM Financial Corp
Indiana
$146K
AFC
1683
Ares Financial Consulting
California
$143K
AI
1684
Ariel Investments
Illinois
$141K
VC
1685
Vestor Capital
Illinois
$139K
PP
1686
Pacifica Partners
Canada
$139K
SIP
1687
Sellwood Investment Partners
Oregon
$139K
HPWM
1688
High Point Wealth Management
New Jersey
$139K
CSC
1689
Caldwell Sutter Capital
California
$137K
CFD
1690
Creative Financial Designs
Indiana
$132K
MG
1691
MilWealth Group
Wisconsin
$130K
Schroder Investment Management Group
1692
Schroder Investment Management Group
United Kingdom
$126K
CAIM
1693
Catherine Avery Investment Management
Florida
$125K
SWM
1694
SHP Wealth Management
Massachusetts
$124K
MDCM
1695
Morgan Dempsey Capital Management
Wisconsin
$124K
WAG
1696
Windsor Advisory Group
Ohio
$123K
WWM
1697
Wolff Wiese Magana
California
$123K
PCM
1698
Palouse Capital Management
Washington
$121K
UCB
1699
United Community Bank
South Carolina
$121K
AT
1700
Avalon Trust
New Mexico
$117K