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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
SIA
826
SkyView Investment Advisors
New Jersey
$1.26M
SIC
827
Sigma Investment Counselors
Michigan
$1.25M
UB
828
Umpqua Bank
Oregon
$1.25M
TWM
829
Thrive Wealth Management
Pennsylvania
$1.25M
MWM
830
Meridian Wealth Management
Kentucky
$1.25M
Russell Investments Group
831
Russell Investments Group
United Kingdom
$1.24M
MWM
832
Mascoma Wealth Management
New Hampshire
$1.24M
WP
833
WealthShield Partners
North Carolina
$1.24M
CA
834
Capital Advantage
California
$1.23M
FPW
835
Fairvoy Private Wealth
Alabama
$1.23M
EWA
836
Encompass Wealth Advisors
Oregon
$1.22M
CIA
837
Choate Investment Advisors
Massachusetts
$1.22M
FPCP
838
Fort Point Capital Partners
California
$1.22M
KFP
839
KMG Fiduciary Partners
Ohio
$1.22M
BMWM
840
Brown Miller Wealth Management
Virginia
$1.21M
PCP
841
Proficio Capital Partners
Massachusetts
$1.21M
TNB
842
Thomasville National Bank
Georgia
$1.21M
JCM
843
Jacobi Capital Management
Pennsylvania
$1.2M
BCA
844
Bay Colony Advisors
Massachusetts
$1.2M
MC
845
Middleton & Co
Massachusetts
$1.2M
SWM
846
Sendero Wealth Management
Texas
$1.2M
SFGM
847
Stonebridge Financial Group (Missouri)
Missouri
$1.19M
FIA
848
Foundations Investment Advisors
Arizona
$1.19M
FFA
849
Fragasso Financial Advisors
Pennsylvania
$1.19M
LOPW
850
Live Oak Private Wealth
North Carolina
$1.18M