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iShares Russell 1000 Value ETF

1,879 hedge funds and large institutions have $58B invested in iShares Russell 1000 Value ETF in 2025 Q4 according to their latest regulatory filings, with 230 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: 1,7401,879 (+139)

2.47% more ownership

Funds ownership: 80.26%82.73% (+2.5%)

85% less call options, than puts

Call options by funds: $111M | Put options by funds: $738M

Holders
1,879
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
104
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
VC
951
Veracity Capital
Georgia
$913K
MGIA
952
Matthew Goff Investment Advisor
Texas
$912K
EFG
953
Embree Financial Group
Illinois
$911K
MPWT
954
MassMutual Private Wealth & Trust
Connecticut
$908K
RIG
955
RiverFront Investment Group
Virginia
$908K
MPW
956
Magnolia Private Wealth
Pennsylvania
$905K
LCWP
957
Legacy Capital Wealth Partners
Arkansas
$902K
FHA
958
Flagship Harbor Advisors
Massachusetts
$898K
ZF
959
Zhang Financial
Michigan
$892K
1IA
960
1834 Investment Advisors
Wisconsin
$892K
IWP
961
Invenio Wealth Partners
Florida
$892K
BC
962
Barnett & Company
Tennessee
$891K
LWM
963
LongView Wealth Management
Georgia
$889K
PCMC
964
Paragon Capital Management (Colorado)
Colorado
$884K
WPC
965
Wedmont Private Capital
Pennsylvania
$884K
SA
966
Sovran Advisors
California
$884K
SFG
967
Snider Financial Group
Washington
$877K
LFS
968
Lutz Financial Services
Nebraska
$877K
PIFP
969
Partners in Financial Planning
Virginia
$875K
RB
970
Renasant Bank
Mississippi
$872K
EA
971
Evergreen Advisors
Tennessee
$868K
AF
972
Advisornet Financial
Minnesota
$864K
WIC
973
Woodmont Investment Counsel
Tennessee
$860K
E3F
974
Eight 31 Financial
Texas
$858K
AIS
975
American Investment Services
Massachusetts
$857K