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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
RP
976
Rice Partnership
Hawaii
$847K
MCA
977
Magnolia Capital Advisors
Mississippi
$845K
BWP
978
Balboa Wealth Partners
Arizona
$844K
AFA
979
Alpha Financial Advisors
North Carolina
$842K
BAM
980
Bosun Asset Management
Illinois
$841K
CCA
981
Cypress Capital Advisors
Tennessee
$837K
BFA
982
Brown Financial Advisory
Alabama
$835K
CCWP
983
Cedar Cove Wealth Partners
Minnesota
$834K
DPW
984
DiNuzzo Private Wealth
Pennsylvania
$833K
CFO
985
CVA Family Office
Colorado
$830K
AFG
986
ABLE Financial Group
Arizona
$830K
CFP
987
Curran Financial Partners
South Carolina
$826K
EAN
988
Excelsior Advisor Network
Colorado
$822K
TCP
989
TMB Capital Partners
Arkansas
$819K
FUBT
990
First United Bank & Trust
Maryland
$813K
CA
991
Continuum Advisory
Idaho
$811K
WHCFA
992
William Howard & Co Financial Advisors
Tennessee
$810K
CB
993
Cadence Bank
Mississippi
$809K
SWM
994
SeaCrest Wealth Management
New York
$808K
OCA
995
Odyssey Capital Advisors
Pennsylvania
$807K
TPI
996
Trust Point Inc
Wisconsin
$807K
LTL
997
Lowery Thomas LLC
California
$804K
MFF
998
Michels Family Financial
Texas
$802K
CGPCS
999
Capital Group Private Client Services
California
$802K
MJFG
1000
Mars Jewett Financial Group
Washington
$801K