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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
MWP
676
MYCIO Wealth Partners
Pennsylvania
$1.83M
BCWM
677
Bartlett & Co Wealth Management
Ohio
$1.82M
CPA
678
Capital Performance Advisors
California
$1.81M
AT
679
American Trust
Kentucky
$1.81M
PP
680
Prosperity Planning
Missouri
$1.81M
KWS
681
Keystone Wealth Services
California
$1.8M
ITIM
682
Indiana Trust & Investment Management
Indiana
$1.8M
AAS
683
Ameritas Advisory Services
Nebraska
$1.8M
ACM
684
Argent Capital Management
Missouri
$1.78M
CWM
685
Calamos Wealth Management
Illinois
$1.78M
BI
686
Breachway Investments
Rhode Island
$1.78M
GFP
687
Gryphon Financial Partners
Ohio
$1.78M
LGG
688
Luts & Greenleigh Group
Maryland
$1.77M
ML
689
McAdam LLC
Pennsylvania
$1.77M
GG
690
GenWealth Group
New Jersey
$1.77M
MLM
691
Mount Lucas Management
Pennsylvania
$1.77M
AA
692
AlphaCentric Advisors
Puerto Rico
$1.77M
IB
693
Intrust Bank
Kansas
$1.77M
NFG
694
Nations Financial Group
Iowa
$1.76M
M
695
MYeCFO
California
$1.75M
RWM
696
RKL Wealth Management
Pennsylvania
$1.74M
LWCFA
697
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.74M
HAFG
698
Hansen & Associates Financial Group
California
$1.73M
TCWA
699
Turtle Creek Wealth Advisors
Texas
$1.72M
EIA
700
Eldridge Investment Advisors
New Hampshire
$1.72M