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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
COCM
1001
Charter Oak Capital Management
New Hampshire
$801K
RF
1002
Roxbury Financial
New Jersey
$800K
S
1003
Sunpointe
Missouri
$800K
AO
1004
Advisor OS
Illinois
$800K
EB
1005
Emprise Bank
Kansas
$800K
CFO
1006
Collective Family Office
Pennsylvania
$797K
FCB
1007
First County Bank
Connecticut
$794K
JBA
1008
Johnson Bixby & Associates
Washington
$793K
HAP
1009
Harbor Asset Planning
Massachusetts
$793K
MFA
1010
Mayflower Financial Advisors
Massachusetts
$791K
BFWA
1011
Benchmark Financial Wealth Advisors
Florida
$788K
JIR
1012
James Investment Research
Ohio
$788K
BWM
1013
BKM Wealth Management
Wisconsin
$784K
MAM
1014
MWA Asset Management
Massachusetts
$783K
ACS
1015
Archford Capital Strategies
Illinois
$771K
WW
1016
Waterfront Wealth
Kansas
$769K
RIM
1017
Rockbridge Investment Management
New York
$769K
CAMG
1018
CWA Asset Management Group
Florida
$769K
AWM
1019
Activest Wealth Management
Florida
$766K
GAG
1020
GM Advisory Group
New York
$759K
CBA
1021
Coastal Bridge Advisors
Connecticut
$758K
HA
1022
Hanover Advisors
South Carolina
$758K
WF
1023
Warner Financial
Maryland
$758K
FFC
1024
First Financial Corp
Indiana
$758K
EWM
1025
Elevation Wealth Management
Minnesota
$753K