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iShares Russell 1000 Value ETF

1,904 hedge funds and large institutions have $58B invested in iShares Russell 1000 Value ETF in 2025 Q4 according to their latest regulatory filings, with 243 funds opening new positions, 651 increasing their positions, 548 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: $ → $

9% more funds holding

Funds holding: 1,7501,904 (+154)

2.51% more ownership

Funds ownership: 80.29%82.79% (+2.5%)

85% less call options, than puts

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

Holders
1,904
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
108
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
CWMP
626
Clarion Wealth Managment Partners
Virginia
$2.21M
IC
627
Iconiq Capital
California
$2.21M
ITG
628
Index Technologies Group
New York
$2.2M
OWA
629
One Wealth Advisors
California
$2.2M
MCM
630
Manchester Capital Management
Vermont
$2.2M
EIP
631
Epoch Investment Partners
New York
$2.19M
BAH
632
Beacon Advisors Holdings
Texas
$2.19M
NC
633
NovaPoint Capital
Georgia
$2.19M
WFA
634
WestHill Financial Advisors
California
$2.16M
AF
635
Affiance Financial
Minnesota
$2.16M
SCTC
636
Sanibel Captiva Trust Company
Florida
$2.15M
JA
637
JVL Associates
Michigan
$2.15M
BCM
638
Brookstone Capital Management
Illinois
$2.14M
RIA
639
Regal Investment Advisors
Michigan
$2.14M
BP
640
BBR Partners
New York
$2.14M
QCM
641
QRG Capital Management
Illinois
$2.13M
EWA
642
EverSource Wealth Advisors
Alabama
$2.12M
MCM
643
Mattern Capital Management
Colorado
$2.11M
Two Sigma Investments
644
Two Sigma Investments
New York
$2.1M
SFS
645
Summit Financial Strategies
Ohio
$2.1M
EPA
646
Element Pointe Advisors
Florida
$2.1M
FTS
647
Fifth Third Securities
Ohio
$2.1M
WLPWM
648
Walled Lake Planning & Wealth Management
Illinois
$2.09M
APP
649
Avantax Planning Partners
Iowa
$2.09M
BDFN
650
Bond & Devick Financial Network
Minnesota
$2.08M