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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
LTL
1001
Lowery Thomas LLC
California
$804K
MFF
1002
Michels Family Financial
Texas
$802K
CGPCS
1003
Capital Group Private Client Services
California
$802K
MJFG
1004
Mars Jewett Financial Group
Washington
$801K
COCM
1005
Charter Oak Capital Management
New Hampshire
$801K
RF
1006
Roxbury Financial
New Jersey
$800K
S
1007
Sunpointe
Missouri
$800K
AO
1008
Advisor OS
Illinois
$800K
EB
1009
Emprise Bank
Kansas
$800K
CFO
1010
Collective Family Office
Pennsylvania
$797K
FCB
1011
First County Bank
Connecticut
$794K
JBA
1012
Johnson Bixby & Associates
Washington
$793K
HAP
1013
Harbor Asset Planning
Massachusetts
$793K
MFA
1014
Mayflower Financial Advisors
Massachusetts
$791K
BFWA
1015
Benchmark Financial Wealth Advisors
Florida
$788K
JIR
1016
James Investment Research
Ohio
$788K
BWM
1017
BKM Wealth Management
Wisconsin
$784K
MAM
1018
MWA Asset Management
Massachusetts
$783K
ACS
1019
Archford Capital Strategies
Illinois
$771K
WW
1020
Waterfront Wealth
Kansas
$769K
RIM
1021
Rockbridge Investment Management
New York
$769K
CAMG
1022
CWA Asset Management Group
Florida
$769K
AWM
1023
Activest Wealth Management
Florida
$766K
GAG
1024
GM Advisory Group
New York
$759K
CBA
1025
Coastal Bridge Advisors
Connecticut
$758K