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iShares Russell 1000 Value ETF

1,878 hedge funds and large institutions have $57.9B invested in iShares Russell 1000 Value ETF in 2025 Q4 according to their latest regulatory filings, with 229 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: 1,7401,878 (+138)

2.45% more ownership

Funds ownership: 80.26%82.7% (+2.4%)

85% less call options, than puts

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

Holders
1,878
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
CAG
676
Centerpoint Advisory Group
Kansas
$1.85M
VWM
677
Vigil Wealth Management
Florida
$1.84M
USCWA
678
U.S. Capital Wealth Advisors
Texas
$1.84M
MWP
679
MYCIO Wealth Partners
Pennsylvania
$1.83M
BCWM
680
Bartlett & Co Wealth Management
Ohio
$1.82M
CPA
681
Capital Performance Advisors
California
$1.81M
AT
682
American Trust
Kentucky
$1.81M
PP
683
Prosperity Planning
Missouri
$1.81M
KWS
684
Keystone Wealth Services
California
$1.8M
ITIM
685
Indiana Trust & Investment Management
Indiana
$1.8M
AAS
686
Ameritas Advisory Services
Nebraska
$1.8M
ACM
687
Argent Capital Management
Missouri
$1.78M
CWM
688
Calamos Wealth Management
Illinois
$1.78M
BI
689
Breachway Investments
Rhode Island
$1.78M
GFP
690
Gryphon Financial Partners
Ohio
$1.78M
LGG
691
Luts & Greenleigh Group
Maryland
$1.77M
ML
692
McAdam LLC
Pennsylvania
$1.77M
GG
693
GenWealth Group
New Jersey
$1.77M
MLM
694
Mount Lucas Management
Pennsylvania
$1.77M
AA
695
AlphaCentric Advisors
Puerto Rico
$1.77M
IB
696
Intrust Bank
Kansas
$1.77M
NFG
697
Nations Financial Group
Iowa
$1.76M
M
698
MYeCFO
California
$1.75M
RWM
699
RKL Wealth Management
Pennsylvania
$1.74M
LWCFA
700
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.74M