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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
AT
1701
Avalon Trust
New Mexico
$117K
STB
1702
S&T Bank
Pennsylvania
$116K
ETS
1703
ESL Trust Services
New York
$113K
PWM
1704
Provident Wealth Management
Tennessee
$109K
JHCP
1705
Jackson Hole Capital Partners
Oklahoma
$105K
AIA
1706
Arcadia Investment Advisors
Idaho
$102K
WETS
1707
Wealth Enhancement Trust Services
South Dakota
$101K
CICI
1708
Capital Investment Counsel Inc
North Carolina
$99.9K
CF
1709
Collier Financial
Colorado
$99.7K
CTWM
1710
Cherry Tree Wealth Management
Minnesota
$99.3K
BWM
1711
Bernard Wealth Management
Michigan
$98.2K
CMP
1712
Coston McIsaac & Partners
Maine
$98K
TF
1713
Tompkins Financial
New York
$97.2K
CIA
1714
Cape Investment Advisory
Georgia
$95.9K
TCM
1715
TD Capital Management
Tennessee
$95.5K
CFM
1716
Cornerstone Financial Management
Massachusetts
$93.6K
CWP
1717
Concord Wealth Partners
Virginia
$92.4K
SEP
1718
Signature Equity Partners
Ohio
$92.2K
AWM
1719
Abound Wealth Management
Tennessee
$90.8K
FMB
1720
Field & Main Bank
Kentucky
$84.1K
NWMP
1721
Noble Wealth Management PBC
Colorado
$84.1K
GMA
1722
Glassy Mountain Advisors
Maryland
$83.3K
ST
1723
Smithfield Trust
Pennsylvania
$82K
IA
1724
IFS Advisors
Kansas
$80.6K
SRCM
1725
Signature Resources Capital Management
California
$80.3K