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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
WETS
1726
Wealth Enhancement Trust Services
South Dakota
$101K
CICI
1727
Capital Investment Counsel Inc
North Carolina
$99.9K
CF
1728
Collier Financial
Colorado
$99.7K
CTWM
1729
Cherry Tree Wealth Management
Minnesota
$99.3K
BWM
1730
Bernard Wealth Management
Michigan
$98.2K
CMP
1731
Coston McIsaac & Partners
Maine
$98K
TF
1732
Tompkins Financial
New York
$97.2K
CIA
1733
Cape Investment Advisory
Georgia
$95.9K
TCM
1734
TD Capital Management
Tennessee
$95.5K
CFM
1735
Cornerstone Financial Management
Massachusetts
$93.6K
CWP
1736
Concord Wealth Partners
Virginia
$92.4K
SEP
1737
Signature Equity Partners
Ohio
$92.2K
AWM
1738
Abound Wealth Management
Tennessee
$90.8K
FMB
1739
Field & Main Bank
Kentucky
$84.1K
NWMP
1740
Noble Wealth Management PBC
Colorado
$84.1K
GMA
1741
Glassy Mountain Advisors
Maryland
$83.3K
ST
1742
Smithfield Trust
Pennsylvania
$82K
WG
1743
Wellington Group
Indiana
$81.8K
IA
1744
IFS Advisors
Kansas
$80.6K
SRCM
1745
Signature Resources Capital Management
California
$80.3K
IRC
1746
Investors Research Corp
Georgia
$79.5K
SA
1747
SRH Advisors
Kansas
$77.8K
RFA
1748
Register Financial Advisors
Georgia
$77.2K
APW
1749
Atlantic Private Wealth
North Carolina
$76.6K
CT
1750
Caldwell Trust
Florida
$75.3K