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iShares Russell 1000 Value ETF

1,878 hedge funds and large institutions have $57.9B invested in iShares Russell 1000 Value ETF in 2025 Q4 according to their latest regulatory filings, with 229 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: 1,7401,878 (+138)

2.45% more ownership

Funds ownership: 80.26%82.7% (+2.4%)

85% less call options, than puts

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

Holders
1,878
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
XF
226
XML Financial
Maryland
$14M
SCG
227
Sonata Capital Group
Washington
$13.9M
C
228
Certuity
Florida
$13.9M
JFGIW
229
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$13.5M
FA
230
FDx Advisors
Illinois
$13.4M
SF
231
Summit Financial
New Jersey
$13.3M
BCG
232
Breakwater Capital Group
New Jersey
$13.1M
KF
233
Kelsey Financial
California
$12.9M
GT
234
Glenmede Trust
Pennsylvania
$12.8M
SCM
235
Sterling Capital Management
North Carolina
$12.8M
MFP
236
Meramec Financial Planners
Missouri
$12.8M
FNBOO
237
First National Bank of Omaha
Nebraska
$12.7M
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
238
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$12.6M
SWRP
239
Summit Wealth & Retirement Planning
California
$12.5M
HTC
240
Haverford Trust Company
Pennsylvania
$12.4M
CCWA
241
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$12.4M
I2I
242
Insight 2811 Inc
Illinois
$12.3M
ACA
243
Aptus Capital Advisors
Alabama
$12.3M
OC
244
Oppenheimer & Co
New York
$12.3M
IP
245
Investment Partners
Ohio
$12M
BTI
246
Blue Trust Inc
Georgia
$11.9M
PA
247
Prism Advisors
California
$11.8M
AWE
248
Avidian Wealth Enterprises
Texas
$11.8M
SWP
249
Sagespring Wealth Partners
Tennessee
$11.8M
NGA
250
Naples Global Advisors
Florida
$11.8M