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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
BB
476
Busey Bank
Illinois
$3.83M
OCM
477
One Capital Management
California
$3.78M
AWA
478
Aaron Wealth Advisors
Illinois
$3.77M
TPWA
479
TRUE Private Wealth Advisors
Oregon
$3.77M
EFS
480
Essex Financial Services
Connecticut
$3.75M
GF
481
Goodman Financial
Texas
$3.75M
PI
482
PineBridge Investments
New York
$3.74M
SCP
483
Seizert Capital Partners
Michigan
$3.7M
TFA
484
Tobias Financial Advisors
Florida
$3.61M
RFA
485
Resurgent Financial Advisors
Georgia
$3.6M
CWMK
486
Caliber Wealth Management (Kansas)
Kansas
$3.57M
FA
487
Flagstar Advisors
New York
$3.55M
AWM
488
Apollon Wealth Management
South Carolina
$3.5M
GI
489
GAMMA Investing
California
$3.48M
CIM
490
Cambria Investment Management
California
$3.48M
GBT
491
Grove Bank & Trust
Florida
$3.45M
TSW
492
Thompson Siegel & Walmsley
Virginia
$3.45M
ACA
493
Affinity Capital Advisors
California
$3.44M
AWM
494
Avior Wealth Management
Nebraska
$3.43M
OWM
495
Opes Wealth Management
California
$3.43M
IA
496
Integrity Alliance
Iowa
$3.43M
CSP
497
Cary Street Partners
Virginia
$3.42M
SW
498
Simplicity Wealth
New Jersey
$3.36M
TFCP
499
Twin Focus Capital Partners
Massachusetts
$3.35M
ACIM
500
Azimuth Capital Investment Management
Michigan
$3.35M