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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
MA
851
MONECO Advisors
Connecticut
$1.17M
AW
852
Alteri Wealth
California
$1.17M
WB
853
WesBanco Bank
West Virginia
$1.16M
PI
854
PFG Investments
New York
$1.16M
PGWM
855
Parisi Gray Wealth Management
New Jersey
$1.16M
Invesco
856
Invesco
Georgia
$1.16M
TWA
857
TCI Wealth Advisors
Arizona
$1.16M
CWM
858
Cornerstone Wealth Management
Missouri
$1.15M
BS
859
BCI Securities
Florida
$1.15M
FMI
860
F/M Investments
District of Columbia
$1.15M
RYIA
861
Roehl & Yi Investment Advisors
Oregon
$1.15M
ATC
862
Adirondack Trust Company
New York
$1.14M
BA
863
Blueline Advisors
New Hampshire
$1.14M
VF
864
Vawter Financial
Ohio
$1.14M
SCA
865
STALEY CAPITAL ADVISERS
Pennsylvania
$1.13M
CWAF
866
Core Wealth Advisors (Florida)
Florida
$1.12M
SFPG
867
Stonebridge Financial Planning Group
Florida
$1.12M
VW
868
Vance Wealth
California
$1.12M
CTA
869
Chesley Taft & Associates
Illinois
$1.12M
FFO
870
Fortitude Family Office
Arizona
$1.11M
CFS
871
CRA Financial Services
New Jersey
$1.11M
FMII
872
Farmers & Merchants Investments Inc
Nebraska
$1.11M
CCMG
873
Clark Capital Management Group
Pennsylvania
$1.11M
YP
874
YANKCOM Partnership
South Dakota
$1.11M
CTC
875
Central Trust Company
Missouri
$1.1M