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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
WFA
626
WestHill Financial Advisors
California
$2.16M
AF
627
Affiance Financial
Minnesota
$2.16M
SCTC
628
Sanibel Captiva Trust Company
Florida
$2.15M
JA
629
JVL Associates
Michigan
$2.15M
BCM
630
Brookstone Capital Management
Illinois
$2.14M
RIA
631
Regal Investment Advisors
Michigan
$2.14M
BP
632
BBR Partners
New York
$2.14M
QCM
633
QRG Capital Management
Illinois
$2.13M
EWA
634
EverSource Wealth Advisors
Alabama
$2.12M
MCM
635
Mattern Capital Management
Colorado
$2.11M
Two Sigma Investments
636
Two Sigma Investments
New York
$2.1M
SFS
637
Summit Financial Strategies
Ohio
$2.1M
EPA
638
Element Pointe Advisors
Florida
$2.1M
FTS
639
Fifth Third Securities
Ohio
$2.1M
WLPWM
640
Walled Lake Planning & Wealth Management
Illinois
$2.09M
APP
641
Avantax Planning Partners
Iowa
$2.09M
BDFN
642
Bond & Devick Financial Network
Minnesota
$2.08M
NIM
643
Northeast Investment Management
Massachusetts
$2.07M
PPC
644
Park Place Capital
Alabama
$2.07M
I
645
InvesTrust
Oklahoma
$2.07M
LDB
646
Lee, Danner & Bass
Tennessee
$2.06M
TA
647
Tactive Advisors
Florida
$2.06M
JCM
648
J2 Capital Management
Michigan
$2.06M
IIL
649
Insight Inv LLC
California
$2.05M
GJIA
650
Glass Jacobson Investment Advisors
Maryland
$2.05M