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iShares Russell 1000 Value ETF

1,879 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, 645 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: 1,7401,879 (+139)

2.47% more ownership

Funds ownership: 80.26%82.73% (+2.5%)

85% less call options, than puts

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

Holders
1,879
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
104
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
SA
1726
SRH Advisors
Kansas
$77.8K
RFA
1727
Register Financial Advisors
Georgia
$77.2K
APW
1728
Atlantic Private Wealth
North Carolina
$76.6K
CT
1729
Caldwell Trust
Florida
$75.3K
TWM
1730
Topsail Wealth Management
North Carolina
$73.4K
NMG
1731
New Millennium Group
Utah
$72.4K
WIM
1732
Westside Investment Management
California
$72.4K
RCM
1733
Raleigh Capital Management
North Carolina
$71.2K
Federated Hermes
1734
Federated Hermes
Pennsylvania
$69.8K
FC
1735
Financial Consulate
Maryland
$69.2K
MCA
1736
McGuire Capital Advisors
Oklahoma
$66.9K
OPTFSNA
1737
Old Point Trust & Financial Services N A
Virginia
$66.7K
HHCP
1738
Hilton Head Capital Partners
South Carolina
$66.3K
CB
1739
CNB Bank
Pennsylvania
$64.2K
WPA
1740
Wealth Preservation Advisors
Tennessee
$63.9K
MHR
1741
Matthew Hamilton Rosenberg
$63.9K
RPC
1742
Rossmore Private Capital
Connecticut
$63.5K
LAM
1743
LOM Asset Management
$63.1K
MTI
1744
Merrithew & Thorsten Inc
California
$63K
HHGA
1745
Halbert Hargrove Global Advisors
California
$62.2K
EWA
1746
EQ Wealth Advisors
Texas
$61.6K
PSB
1747
Piscataqua Savings Bank
New Hampshire
$61K
LAMC
1748
Longview Asset Management (California)
California
$60.2K
RFS
1749
Richardson Financial Services
Massachusetts
$60.1K
SN
1750
Sittner & Nelson
Oregon
$59.7K