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iShares Russell 1000 Value ETF

1,879 hedge funds and large institutions have $58B invested in iShares Russell 1000 Value ETF in 2025 Q4 according to their latest regulatory filings, with 230 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: 1,7401,879 (+139)

2.47% more ownership

Funds ownership: 80.26%82.73% (+2.5%)

85% less call options, than puts

Call options by funds: $111M | Put options by funds: $738M

Holders
1,879
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
104
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
EIP
626
Epoch Investment Partners
New York
$2.19M
BAH
627
Beacon Advisors Holdings
Texas
$2.19M
NC
628
NovaPoint Capital
Georgia
$2.19M
WFA
629
WestHill Financial Advisors
California
$2.16M
AF
630
Affiance Financial
Minnesota
$2.16M
SCTC
631
Sanibel Captiva Trust Company
Florida
$2.15M
JA
632
JVL Associates
Michigan
$2.15M
BCM
633
Brookstone Capital Management
Illinois
$2.14M
RIA
634
Regal Investment Advisors
Michigan
$2.14M
BP
635
BBR Partners
New York
$2.14M
QCM
636
QRG Capital Management
Illinois
$2.13M
EWA
637
EverSource Wealth Advisors
Alabama
$2.12M
MCM
638
Mattern Capital Management
Colorado
$2.11M
Two Sigma Investments
639
Two Sigma Investments
New York
$2.1M
SFS
640
Summit Financial Strategies
Ohio
$2.1M
EPA
641
Element Pointe Advisors
Florida
$2.1M
FTS
642
Fifth Third Securities
Ohio
$2.1M
WLPWM
643
Walled Lake Planning & Wealth Management
Illinois
$2.09M
APP
644
Avantax Planning Partners
Iowa
$2.09M
BDFN
645
Bond & Devick Financial Network
Minnesota
$2.08M
NIM
646
Northeast Investment Management
Massachusetts
$2.07M
PPC
647
Park Place Capital
Alabama
$2.07M
I
648
InvesTrust
Oklahoma
$2.07M
LDB
649
Lee, Danner & Bass
Tennessee
$2.06M
TA
650
Tactive Advisors
Florida
$2.06M