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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
TPWA
476
TRUE Private Wealth Advisors
Oregon
$3.77M
EFS
477
Essex Financial Services
Connecticut
$3.75M
GF
478
Goodman Financial
Texas
$3.75M
PI
479
PineBridge Investments
New York
$3.74M
SCP
480
Seizert Capital Partners
Michigan
$3.7M
TFA
481
Tobias Financial Advisors
Florida
$3.61M
RFA
482
Resurgent Financial Advisors
Georgia
$3.6M
CWMK
483
Caliber Wealth Management (Kansas)
Kansas
$3.57M
FA
484
Flagstar Advisors
New York
$3.55M
AWM
485
Apollon Wealth Management
South Carolina
$3.5M
GI
486
GAMMA Investing
California
$3.48M
CIM
487
Cambria Investment Management
California
$3.48M
GBT
488
Grove Bank & Trust
Florida
$3.45M
TSW
489
Thompson Siegel & Walmsley
Virginia
$3.45M
ACA
490
Affinity Capital Advisors
California
$3.44M
AWM
491
Avior Wealth Management
Nebraska
$3.43M
OWM
492
Opes Wealth Management
California
$3.43M
IA
493
Integrity Alliance
Iowa
$3.43M
CSP
494
Cary Street Partners
Virginia
$3.42M
SW
495
Simplicity Wealth
New Jersey
$3.36M
TFCP
496
Twin Focus Capital Partners
Massachusetts
$3.35M
ACIM
497
Azimuth Capital Investment Management
Michigan
$3.35M
AA
498
Ancora Advisors
Ohio
$3.34M
VCA
499
Verdence Capital Advisors
Maryland
$3.34M
MFG
500
Magnus Financial Group
New York
$3.32M