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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
GAB
926
German American Bancorp
Indiana
$958K
MWM
927
MOR Wealth Management
Pennsylvania
$957K
AWM
928
Accurate Wealth Management
Florida
$955K
GPA
929
Guidance Point Advisors
Massachusetts
$954K
AGC
930
Aspen Grove Capital
Colorado
$950K
JSW
931
Journey Strategic Wealth
New Jersey
$948K
EWM
932
Elmwood Wealth Management
California
$948K
OAM
933
Occidental Asset Management
California
$947K
BCM
934
BlueCrest Capital Management
Jersey
$947K
HF
935
HRT Financial
New York
$938K
RPWA
936
Regent Peak Wealth Advisors
Georgia
$930K
OWA
937
Opal Wealth Advisors
New York
$929K
LAM
938
Lakewood Asset Management
Illinois
$927K
ANBT
939
American National Bank & Trust
Texas
$926K
GRA
940
Golden Road Advisors
Florida
$925K
RW
941
Regimen Wealth
Georgia
$924K
WTB
942
Washington Trust Bank
Washington
$924K
SCM
943
Smead Capital Management
Arizona
$924K
PAS
944
PKS Advisory Services
New York
$923K
MA
945
Mezzasalma Advisors
New Jersey
$919K
HFS
946
Hoge Financial Services
Pennsylvania
$915K
VC
947
Veracity Capital
Georgia
$913K
MGIA
948
Matthew Goff Investment Advisor
Texas
$912K
EFG
949
Embree Financial Group
Illinois
$911K
MPWT
950
MassMutual Private Wealth & Trust
Connecticut
$908K