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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
JIC
526
Joel Isaacson & Co
New York
$3.03M
IAA
527
Ironsides Asset Advisors
North Carolina
$3.02M
RA
528
RFG Advisory
Alabama
$3.01M
SI
529
Saxon Interests
Texas
$3.01M
SWA
530
SOA Wealth Advisors
New York
$3.01M
AGP
531
Autumn Glory Partners
Texas
$3M
EAM
532
Evanson Asset Management
California
$2.99M
PIM
533
Pullen Investment Management
Florida
$2.98M
EWM
534
Evermay Wealth Management
Virginia
$2.97M
AI
535
Arvest Investments
Arkansas
$2.97M
QAM
536
Q3 Asset Management
Michigan
$2.96M
STA
537
Summit Trail Advisors
New York
$2.95M
FLPIM
538
F.L. Putnam Investment Management
Massachusetts
$2.94M
GJWM
539
Gilliland Jeter Wealth Management
Arkansas
$2.94M
BCM
540
Becker Capital Management
Oregon
$2.94M
EWM
541
Empirical Wealth Management
Washington
$2.93M
SB
542
SIG Brokerage
New York
$2.92M
SC
543
Sapient Capital
Indiana
$2.91M
CC
544
Courier Capital
New York
$2.89M
AWP
545
Ascent Wealth Partners
New York
$2.89M
SBWIC
546
Schaper Benz & Wise Investment Counsel
Wisconsin
$2.88M
CWA
547
Cornerstone Wealth Advisors
Minnesota
$2.88M
FFN
548
Focus Financial Network
Minnesota
$2.87M
JCM
549
Janney Capital Management
Pennsylvania
$2.86M
MFWP
550
Mosaic Family Wealth Partners
Missouri
$2.86M