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iShares Russell 1000 Value ETF

1,904 hedge funds and large institutions have $58B invested in iShares Russell 1000 Value ETF in 2025 Q4 according to their latest regulatory filings, with 243 funds opening new positions, 651 increasing their positions, 548 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: 1,7501,904 (+154)

2.51% more ownership

Funds ownership: 80.29%82.79% (+2.5%)

85% less call options, than puts

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

Holders
1,904
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
108
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
USB
1701
Union Savings Bank
Connecticut
$149K
SFC
1702
SYM Financial Corp
Indiana
$146K
AFC
1703
Ares Financial Consulting
California
$143K
AI
1704
Ariel Investments
Illinois
$141K
VC
1705
Vestor Capital
Illinois
$139K
PP
1706
Pacifica Partners
Canada
$139K
SIP
1707
Sellwood Investment Partners
Oregon
$139K
HPWM
1708
High Point Wealth Management
New Jersey
$139K
CSC
1709
Caldwell Sutter Capital
California
$137K
CFD
1710
Creative Financial Designs
Indiana
$132K
MG
1711
MilWealth Group
Wisconsin
$130K
Schroder Investment Management Group
1712
Schroder Investment Management Group
United Kingdom
$126K
CAIM
1713
Catherine Avery Investment Management
Florida
$125K
SWM
1714
SHP Wealth Management
Massachusetts
$124K
MDCM
1715
Morgan Dempsey Capital Management
Wisconsin
$124K
WAG
1716
Windsor Advisory Group
Ohio
$123K
WWM
1717
Wolff Wiese Magana
California
$123K
PCM
1718
Palouse Capital Management
Washington
$121K
UCB
1719
United Community Bank
South Carolina
$121K
AT
1720
Avalon Trust
New Mexico
$117K
STB
1721
S&T Bank
Pennsylvania
$116K
ETS
1722
ESL Trust Services
New York
$113K
PWM
1723
Provident Wealth Management
Tennessee
$109K
JHCP
1724
Jackson Hole Capital Partners
Oklahoma
$105K
AIA
1725
Arcadia Investment Advisors
Idaho
$102K