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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
MYIA
801
Mount Yale Investment Advisors
Colorado
$1.34M
CIA
802
Capital Investment Advisors
Georgia
$1.34M
HC
803
Hourglass Capital
Texas
$1.33M
AC
804
AlphaCore Capital
California
$1.33M
WIA
805
Wetzel Investment Advisors
Indiana
$1.33M
UAG
806
United Advisor Group
Ohio
$1.33M
MAA
807
Matrix Asset Advisors
New York
$1.33M
MSFS
808
Main Street Financial Solutions
Pennsylvania
$1.32M
HI
809
Harbour Investments
Wisconsin
$1.32M
AWA
810
Amplius Wealth Advisors
Pennsylvania
$1.31M
CW
811
CreativeOne Wealth
Kansas
$1.31M
CAC
812
Certified Advisory Corp
Florida
$1.31M
EC
813
Elequin Capital
New York
$1.3M
NAS
814
Nicolet Advisory Services
Wisconsin
$1.3M
AF
815
Apollon Financial
South Carolina
$1.3M
TBT
816
Texas Bank & Trust
Texas
$1.3M
LI
817
LRI Investments
Florida
$1.3M
CWA
818
Crusonia Wealth Advisors
Colorado
$1.3M
BAM
819
Belpointe Asset Management
Nevada
$1.29M
CWM
820
Connecticut Wealth Management
Connecticut
$1.29M
MHI
821
Miller Howard Investments
New York
$1.28M
CRC
822
Curi RMB Capital
Illinois
$1.28M
SFA
823
Seneca Financial Advisors
New York
$1.27M
IAG
824
Investment Advisory Group
Massachusetts
$1.27M
CT
825
Coastline Trust
Rhode Island
$1.27M