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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
IRC
1726
Investors Research Corp
Georgia
$79.5K
SA
1727
SRH Advisors
Kansas
$77.8K
RFA
1728
Register Financial Advisors
Georgia
$77.2K
APW
1729
Atlantic Private Wealth
North Carolina
$76.6K
CT
1730
Caldwell Trust
Florida
$75.3K
TWM
1731
Topsail Wealth Management
North Carolina
$73.4K
NMG
1732
New Millennium Group
Utah
$72.4K
WIM
1733
Westside Investment Management
California
$72.4K
RCM
1734
Raleigh Capital Management
North Carolina
$71.2K
Federated Hermes
1735
Federated Hermes
Pennsylvania
$69.8K
FC
1736
Financial Consulate
Maryland
$69.2K
MCA
1737
McGuire Capital Advisors
Oklahoma
$66.9K
OPTFSNA
1738
Old Point Trust & Financial Services N A
Virginia
$66.7K
HHCP
1739
Hilton Head Capital Partners
South Carolina
$66.3K
CB
1740
CNB Bank
Pennsylvania
$64.2K
MHR
1741
Matthew Hamilton Rosenberg
$63.9K
WPA
1742
Wealth Preservation Advisors
Tennessee
$63.9K
RPC
1743
Rossmore Private Capital
Connecticut
$63.5K
LAM
1744
LOM Asset Management
$63.1K
MTI
1745
Merrithew & Thorsten Inc
California
$63K
HHGA
1746
Halbert Hargrove Global Advisors
California
$62.2K
EWA
1747
EQ Wealth Advisors
Texas
$61.6K
PSB
1748
Piscataqua Savings Bank
New Hampshire
$61K
LAMC
1749
Longview Asset Management (California)
California
$60.2K
RFS
1750
Richardson Financial Services
Massachusetts
$60.1K