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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
CMP
1726
Coston McIsaac & Partners
Maine
$98K
TF
1727
Tompkins Financial
New York
$97.2K
CIA
1728
Cape Investment Advisory
Georgia
$95.9K
TCM
1729
TD Capital Management
Tennessee
$95.5K
CFM
1730
Cornerstone Financial Management
Massachusetts
$93.6K
CWP
1731
Concord Wealth Partners
Virginia
$92.4K
SEP
1732
Signature Equity Partners
Ohio
$92.2K
AWM
1733
Abound Wealth Management
Tennessee
$90.8K
NWMP
1734
Noble Wealth Management PBC
Colorado
$84.1K
FMB
1735
Field & Main Bank
Kentucky
$84.1K
GMA
1736
Glassy Mountain Advisors
Maryland
$83.3K
ST
1737
Smithfield Trust
Pennsylvania
$82K
WGL
1738
Wellington Grp LLC
Indiana
$81.8K
IA
1739
IFS Advisors
Kansas
$80.6K
SRCM
1740
Signature Resources Capital Management
California
$80.3K
IRC
1741
Investors Research Corp
Georgia
$79.5K
SA
1742
SRH Advisors
Kansas
$77.8K
RFA
1743
Register Financial Advisors
Georgia
$77.2K
APW
1744
Atlantic Private Wealth
North Carolina
$76.6K
CT
1745
Caldwell Trust
Florida
$75.3K
TWM
1746
Topsail Wealth Management
North Carolina
$73.4K
NMG
1747
New Millennium Group
Utah
$72.4K
WIM
1748
Westside Investment Management
California
$72.4K
RCM
1749
Raleigh Capital Management
North Carolina
$71.2K
Federated Hermes
1750
Federated Hermes
Pennsylvania
$69.8K