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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
RIG
951
RiverFront Investment Group
Virginia
$908K
MPW
952
Magnolia Private Wealth
Pennsylvania
$905K
LCWP
953
Legacy Capital Wealth Partners
Arkansas
$902K
FHA
954
Flagship Harbor Advisors
Massachusetts
$898K
ZF
955
Zhang Financial
Michigan
$892K
1IA
956
1834 Investment Advisors
Wisconsin
$892K
IWP
957
Invenio Wealth Partners
Florida
$892K
BC
958
Barnett & Company
Tennessee
$891K
LWM
959
LongView Wealth Management
Georgia
$889K
PCMC
960
Paragon Capital Management (Colorado)
Colorado
$884K
WPC
961
Wedmont Private Capital
Pennsylvania
$884K
SA
962
Sovran Advisors
California
$884K
SFG
963
Snider Financial Group
Washington
$877K
LFS
964
Lutz Financial Services
Nebraska
$877K
PIFP
965
Partners in Financial Planning
Virginia
$875K
RB
966
Renasant Bank
Mississippi
$872K
EA
967
Evergreen Advisors
Tennessee
$868K
AF
968
Advisornet Financial
Minnesota
$864K
WIC
969
Woodmont Investment Counsel
Tennessee
$860K
E3F
970
Eight 31 Financial
Texas
$858K
AIS
971
American Investment Services
Massachusetts
$857K
RCA
972
Resonant Capital Advisors
Wisconsin
$855K
CAG
973
Crestwood Advisors Group
Massachusetts
$852K
KLI
974
Kelman-Lazarov Inc
Tennessee
$852K
GWMR
975
GC Wealth Management RIA
Massachusetts
$849K