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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
SFGM
851
Stonebridge Financial Group (Missouri)
Missouri
$1.19M
FIA
852
Foundations Investment Advisors
Arizona
$1.19M
FFA
853
Fragasso Financial Advisors
Pennsylvania
$1.19M
LOPW
854
Live Oak Private Wealth
North Carolina
$1.18M
MA
855
MONECO Advisors
Connecticut
$1.17M
AW
856
Alteri Wealth
California
$1.17M
WB
857
WesBanco Bank
West Virginia
$1.16M
PI
858
PFG Investments
New York
$1.16M
PGWM
859
Parisi Gray Wealth Management
New Jersey
$1.16M
Invesco
860
Invesco
Georgia
$1.16M
TWA
861
TCI Wealth Advisors
Arizona
$1.16M
CWM
862
Cornerstone Wealth Management
Missouri
$1.15M
BS
863
BCI Securities
Florida
$1.15M
FMI
864
F/M Investments
District of Columbia
$1.15M
RYIA
865
Roehl & Yi Investment Advisors
Oregon
$1.15M
ATC
866
Adirondack Trust Company
New York
$1.14M
BA
867
Blueline Advisors
New Hampshire
$1.14M
VF
868
Vawter Financial
Ohio
$1.14M
SCA
869
STALEY CAPITAL ADVISERS
Pennsylvania
$1.13M
CWAF
870
Core Wealth Advisors (Florida)
Florida
$1.12M
SFPG
871
Stonebridge Financial Planning Group
Florida
$1.12M
VW
872
Vance Wealth
California
$1.12M
CTA
873
Chesley Taft & Associates
Illinois
$1.12M
FFO
874
Fortitude Family Office
Arizona
$1.11M
CFS
875
CRA Financial Services
New Jersey
$1.11M