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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
AWA
576
Argos Wealth Advisors
California
$2.67M
ES
577
Eagle Strategies
New York
$2.65M
OPCM
578
Osborne Partners Capital Management
California
$2.65M
SAM
579
Secure Asset Management
Michigan
$2.63M
MF
580
Montis Financial
Massachusetts
$2.63M
AFG
581
Allegheny Financial Group
Pennsylvania
$2.62M
GHA
582
Granite Harbor Advisors
Texas
$2.61M
BWM
583
BigSur Wealth Management
Florida
$2.61M
CWP
584
Cyndeo Wealth Partners
Florida
$2.6M
FFG
585
Fortress Financial Group
Minnesota
$2.59M
JFGLC
586
Johnson Financial Group LLC (Colorado)
Colorado
$2.58M
AB
587
Atlas Brown
Kentucky
$2.55M
NB
588
Nicolet Bankshares
Wisconsin
$2.55M
DFG
589
Dynamic Financial Group
Iowa
$2.52M
GC
590
Grimes & Company
Massachusetts
$2.48M
DAS
591
Dynamic Advisor Solutions
Arizona
$2.48M
PTC
592
Private Trust Company
Ohio
$2.47M
NWM
593
Nolet Wealth Management
Texas
$2.47M
MOS
594
MGO One Seven
Ohio
$2.46M
ZBNA
595
Zions Bancorporation, National Association
Utah
$2.46M
IA
596
IFC Advisors
California
$2.44M
IA
597
IFP Advisors
Florida
$2.43M
BFG
598
Baron Financial Group
New Jersey
$2.41M
OC
599
Oarsman Capital
Wisconsin
$2.38M
FFM
600
Forum Financial Management
Illinois
$2.38M