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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
NPF
876
Norris Perne & French
Michigan
$1.1M
IAG
877
Investmark Advisory Group
Connecticut
$1.1M
JWM
878
JP Wealth Management
South Carolina
$1.1M
BFC
879
Bedel Financial Consulting
Indiana
$1.09M
CHC
880
City Holding Co
West Virginia
$1.09M
HIP
881
HUB Investment Partners
Texas
$1.09M
AHC
882
Anderson Hoagland & Co
Missouri
$1.09M
SHJ
883
Sharkey, Howes & Javer
Colorado
$1.09M
CCM
884
Coldstream Capital Management
Washington
$1.09M
FFA
885
First Foundation Advisors
California
$1.09M
LT
886
Legacy Trust
Michigan
$1.09M
EI
887
Ellevest Inc
New York
$1.09M
BWA
888
BlueChip Wealth Advisors
Georgia
$1.08M
BWP
889
BSW Wealth Partners
Colorado
$1.08M
KCM
890
Kornitzer Capital Management
Kansas
$1.08M
BF
891
Bonfire Financial
Colorado
$1.08M
RA
892
Rodgers & Associates
Pennsylvania
$1.07M
SCI
893
S&CO Inc
Massachusetts
$1.06M
FA
894
Fiducient Advisors
Illinois
$1.06M
HP
895
Holistic Planning
Texas
$1.06M
TCM
896
Tassel Capital Management
North Carolina
$1.06M
BA
897
Bridgewater Advisors
New York
$1.06M
BFA
898
Beaumont Financial Advisors
Massachusetts
$1.05M
HC
899
Hoese & Co
Minnesota
$1.04M
SPC
900
Sigma Planning Corp
Michigan
$1.03M