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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
STB
1701
S&T Bank
Pennsylvania
$116K
ETS
1702
ESL Trust Services
New York
$113K
PWM
1703
Provident Wealth Management
Tennessee
$109K
JHCP
1704
Jackson Hole Capital Partners
Oklahoma
$105K
AIA
1705
Arcadia Investment Advisors
Idaho
$102K
WETS
1706
Wealth Enhancement Trust Services
South Dakota
$101K
CICI
1707
Capital Investment Counsel Inc
North Carolina
$99.9K
CF
1708
Collier Financial
Colorado
$99.7K
CTWM
1709
Cherry Tree Wealth Management
Minnesota
$99.3K
BWM
1710
Bernard Wealth Management
Michigan
$98.2K
CMP
1711
Coston McIsaac & Partners
Maine
$98K
TF
1712
Tompkins Financial
New York
$97.2K
CIA
1713
Cape Investment Advisory
Georgia
$95.9K
TCM
1714
TD Capital Management
Tennessee
$95.5K
CFM
1715
Cornerstone Financial Management
Massachusetts
$93.6K
CWP
1716
Concord Wealth Partners
Virginia
$92.4K
SEP
1717
Signature Equity Partners
Ohio
$92.2K
AWM
1718
Abound Wealth Management
Tennessee
$90.8K
FMB
1719
Field & Main Bank
Kentucky
$84.1K
NWMP
1720
Noble Wealth Management PBC
Colorado
$84.1K
GMA
1721
Glassy Mountain Advisors
Maryland
$83.3K
ST
1722
Smithfield Trust
Pennsylvania
$82K
IA
1723
IFS Advisors
Kansas
$80.6K
SRCM
1724
Signature Resources Capital Management
California
$80.3K
IRC
1725
Investors Research Corp
Georgia
$79.5K