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iShares Russell 1000 Value ETF

1,878 hedge funds and large institutions have $57.9B invested in iShares Russell 1000 Value ETF in 2025 Q4 according to their latest regulatory filings, with 229 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: 1,7401,878 (+138)

2.45% more ownership

Funds ownership: 80.26%82.7% (+2.4%)

85% less call options, than puts

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

Holders
1,878
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
CAG
976
Crestwood Advisors Group
Massachusetts
$852K
KLI
977
Kelman-Lazarov Inc
Tennessee
$852K
GWMR
978
GC Wealth Management RIA
Massachusetts
$849K
RP
979
Rice Partnership
Hawaii
$847K
MCA
980
Magnolia Capital Advisors
Mississippi
$845K
BWP
981
Balboa Wealth Partners
Arizona
$844K
AFA
982
Alpha Financial Advisors
North Carolina
$842K
BAM
983
Bosun Asset Management
Illinois
$841K
CCA
984
Cypress Capital Advisors
Tennessee
$837K
BFA
985
Brown Financial Advisory
Alabama
$835K
CCWP
986
Cedar Cove Wealth Partners
Minnesota
$834K
DPW
987
DiNuzzo Private Wealth
Pennsylvania
$833K
CFO
988
CVA Family Office
Colorado
$830K
AFG
989
ABLE Financial Group
Arizona
$830K
CFP
990
Curran Financial Partners
South Carolina
$826K
EAN
991
Excelsior Advisor Network
Colorado
$822K
TCP
992
TMB Capital Partners
Arkansas
$819K
FUBT
993
First United Bank & Trust
Maryland
$813K
CA
994
Continuum Advisory
Idaho
$811K
WHCFA
995
William Howard & Co Financial Advisors
Tennessee
$810K
AA
996
Armis Advisers
Georgia
$809K
CB
997
Cadence Bank
Mississippi
$809K
SWM
998
SeaCrest Wealth Management
New York
$808K
OCA
999
Odyssey Capital Advisors
Pennsylvania
$807K
TPI
1000
Trust Point Inc
Wisconsin
$807K