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iShares Russell 1000 Value ETF

1,864 hedge funds and large institutions have $57.7B invested in iShares Russell 1000 Value ETF in 2025 Q4 according to their latest regulatory filings, with 225 funds opening new positions, 642 increasing their positions, 544 reducing their positions, and 58 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: $ → $

7% more funds holding

Funds holding: 1,7381,864 (+126)

2.16% more ownership

Funds ownership: 80.26%82.41% (+2.2%)

85% less call options, than puts

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

Holders
1,864
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
103
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
SCG
226
Sonata Capital Group
Washington
$13.9M
C
227
Certuity
Florida
$13.9M
JFGIW
228
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$13.5M
FA
229
FDx Advisors
Illinois
$13.4M
SF
230
Summit Financial
New Jersey
$13.3M
BCG
231
Breakwater Capital Group
New Jersey
$13.1M
KF
232
Kelsey Financial
California
$12.9M
GT
233
Glenmede Trust
Pennsylvania
$12.8M
SCM
234
Sterling Capital Management
North Carolina
$12.8M
MFP
235
Meramec Financial Planners
Missouri
$12.8M
FNBOO
236
First National Bank of Omaha
Nebraska
$12.7M
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
237
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$12.6M
SWRP
238
Summit Wealth & Retirement Planning
California
$12.5M
HTC
239
Haverford Trust Company
Pennsylvania
$12.4M
CCWA
240
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$12.4M
I2I
241
Insight 2811 Inc
Illinois
$12.3M
ACA
242
Aptus Capital Advisors
Alabama
$12.3M
OC
243
Oppenheimer & Co
New York
$12.3M
IP
244
Investment Partners
Ohio
$12M
BTI
245
Blue Trust Inc
Georgia
$11.9M
PA
246
Prism Advisors
California
$11.8M
AWE
247
Avidian Wealth Enterprises
Texas
$11.8M
SWP
248
Sagespring Wealth Partners
Tennessee
$11.8M
NGA
249
Naples Global Advisors
Florida
$11.8M
CPIG
250
Chicago Partners Investment Group
Illinois
$11.7M