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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
OPCM
576
Osborne Partners Capital Management
California
$2.65M
SAM
577
Secure Asset Management
Michigan
$2.63M
MF
578
Montis Financial
Massachusetts
$2.63M
AFG
579
Allegheny Financial Group
Pennsylvania
$2.62M
GHA
580
Granite Harbor Advisors
Texas
$2.61M
BWM
581
BigSur Wealth Management
Florida
$2.61M
CWP
582
Cyndeo Wealth Partners
Florida
$2.6M
FFG
583
Fortress Financial Group
Minnesota
$2.59M
JFGLC
584
Johnson Financial Group LLC (Colorado)
Colorado
$2.58M
AB
585
Atlas Brown
Kentucky
$2.55M
NB
586
Nicolet Bankshares
Wisconsin
$2.55M
DFG
587
Dynamic Financial Group
Iowa
$2.52M
GC
588
Grimes & Company
Massachusetts
$2.48M
DAS
589
Dynamic Advisor Solutions
Arizona
$2.48M
PTC
590
Private Trust Company
Ohio
$2.47M
NWML
591
Nolet Wealth Management, LLC
Texas
$2.47M
MOS
592
MGO One Seven
Ohio
$2.46M
ZBNA
593
Zions Bancorporation, National Association
Utah
$2.46M
IA
594
IFC Advisors
California
$2.44M
IA
595
IFP Advisors
Florida
$2.43M
BFG
596
Baron Financial Group
New Jersey
$2.41M
OC
597
Oarsman Capital
Wisconsin
$2.38M
FFM
598
Forum Financial Management
Illinois
$2.38M
SWM
599
SilverOak Wealth Management
Minnesota
$2.38M
AWMS
600
Advocacy Wealth Management Services
Georgia
$2.35M