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iShares Russell 1000 Value ETF

1,898 hedge funds and large institutions have $58B invested in iShares Russell 1000 Value ETF in 2025 Q4 according to their latest regulatory filings, with 241 funds opening new positions, 650 increasing their positions, 547 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: 1,7461,898 (+152)

2.49% more ownership

Funds ownership: 80.27%82.77% (+2.5%)

85% less call options, than puts

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

Holders
1,898
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
106
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
PP
1701
Pacifica Partners
Canada
$139K
SIP
1702
Sellwood Investment Partners
Oregon
$139K
HPWM
1703
High Point Wealth Management
New Jersey
$139K
CSC
1704
Caldwell Sutter Capital
California
$137K
CFD
1705
Creative Financial Designs
Indiana
$132K
MG
1706
MilWealth Group
Wisconsin
$130K
Schroder Investment Management Group
1707
Schroder Investment Management Group
United Kingdom
$126K
CAIM
1708
Catherine Avery Investment Management
Florida
$125K
SWM
1709
SHP Wealth Management
Massachusetts
$124K
MDCM
1710
Morgan Dempsey Capital Management
Wisconsin
$124K
WAG
1711
Windsor Advisory Group
Ohio
$123K
WWM
1712
Wolff Wiese Magana
California
$123K
PCM
1713
Palouse Capital Management
Washington
$121K
UCB
1714
United Community Bank
South Carolina
$121K
AT
1715
Avalon Trust
New Mexico
$117K
STB
1716
S&T Bank
Pennsylvania
$116K
ETS
1717
ESL Trust Services
New York
$113K
PWM
1718
Provident Wealth Management
Tennessee
$109K
JHCP
1719
Jackson Hole Capital Partners
Oklahoma
$105K
AIA
1720
Arcadia Investment Advisors
Idaho
$102K
WETS
1721
Wealth Enhancement Trust Services
South Dakota
$101K
CICI
1722
Capital Investment Counsel Inc
North Carolina
$99.9K
CF
1723
Collier Financial
Colorado
$99.7K
CTWM
1724
Cherry Tree Wealth Management
Minnesota
$99.3K
BWM
1725
Bernard Wealth Management
Michigan
$98.2K