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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
JCM
651
J2 Capital Management
Michigan
$2.06M
IIL
652
Insight Inv LLC
California
$2.05M
GJIA
653
Glass Jacobson Investment Advisors
Maryland
$2.05M
FDCP
654
Foster Dykema Cabot & Partners
Massachusetts
$2.05M
ARG
655
Advisory Resource Group
Oklahoma
$2.05M
MSWM
656
McGlone Suttner Wealth Management
Wisconsin
$2.05M
IP
657
Indivisible Partners
Florida
$2.04M
SC
658
Steph & Co
Wisconsin
$2.02M
VFP
659
Verus Financial Partners
Virginia
$2.02M
SWA
660
Sax Wealth Advisors
New Jersey
$2.01M
QWP
661
Quotient Wealth Partners
Texas
$2.01M
VCP
662
Vista Capital Partners
Oregon
$1.99M
RLWM
663
RF&L Wealth Management
Massachusetts
$1.98M
PFM
664
Phillips Financial Management
Indiana
$1.96M
CC
665
Clearwave Capital
California
$1.95M
GWM
666
Geneos Wealth Management
Colorado
$1.95M
TNA
667
True North Advisors
Texas
$1.93M
SCI
668
Stableford Capital II
Arizona
$1.93M
TAM
669
Titleist Asset Management
Texas
$1.92M
AP
670
Anchyra Partners
Georgia
$1.91M
BFA
671
Benedict Financial Advisors
Georgia
$1.91M
KWA
672
Kingswood Wealth Advisors
California
$1.91M
MCA
673
Maryland Capital Advisors
Maryland
$1.89M
NLP
674
Next Level Private
New York
$1.88M
BWP
675
Burling Wealth Partners
Illinois
$1.86M