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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
TPI
1001
Trust Point Inc
Wisconsin
$807K
LTL
1002
Lowery Thomas LLC
California
$804K
MFF
1003
Michels Family Financial
Texas
$802K
CGPCS
1004
Capital Group Private Client Services
California
$802K
MJFG
1005
Mars Jewett Financial Group
Washington
$801K
COCM
1006
Charter Oak Capital Management
New Hampshire
$801K
RF
1007
Roxbury Financial
New Jersey
$800K
S
1008
Sunpointe
Missouri
$800K
AO
1009
Advisor OS
Illinois
$800K
EB
1010
Emprise Bank
Kansas
$800K
CFO
1011
Collective Family Office
Pennsylvania
$797K
FCB
1012
First County Bank
Connecticut
$794K
JBA
1013
Johnson Bixby & Associates
Washington
$793K
HAP
1014
Harbor Asset Planning
Massachusetts
$793K
MFA
1015
Mayflower Financial Advisors
Massachusetts
$791K
BFWA
1016
Benchmark Financial Wealth Advisors
Florida
$788K
JIR
1017
James Investment Research
Ohio
$788K
BWM
1018
BKM Wealth Management
Wisconsin
$784K
MAM
1019
MWA Asset Management
Massachusetts
$783K
ACS
1020
Archford Capital Strategies
Illinois
$771K
WW
1021
Waterfront Wealth
Kansas
$769K
RIM
1022
Rockbridge Investment Management
New York
$769K
CAMG
1023
CWA Asset Management Group
Florida
$769K
AWM
1024
Activest Wealth Management
Florida
$766K
GAG
1025
GM Advisory Group
New York
$759K