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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
MAWA
1026
Moss Adams Wealth Advisors
Washington
$750K
CCT
1027
Capital City Trust
Florida
$749K
EFMC
1028
Empire Financial Management Company
New York
$749K
RBC
1029
Roble Belko & Company
Pennsylvania
$749K
CIC
1030
Carnegie Investment Counsel
Ohio
$749K
KNW
1031
Kesler Norman & Wride
Utah
$747K
PFG
1032
Pacific Financial Group
Washington
$745K
FGG
1033
Financial Guidance Group
Florida
$745K
SG
1034
Stanich Group
New York
$745K
MFC
1035
Morris Financial Concepts
South Carolina
$745K
TYCC
1036
Texas Yale Capital Corp
Florida
$745K
PWA
1037
Pitcairn Wealth Advisors
Pennsylvania
$744K
IBOK
1038
Independence Bank of Kentucky
Kentucky
$744K
MIAS
1039
Mason Investment Advisory Services
Virginia
$742K
BCM
1040
Bourgeon Capital Management
Connecticut
$742K
NI
1041
Natural Investments
California
$737K
LWL
1042
Leo Wealth LLC
Texas
$731K
AFC
1043
AFT Forsyth & Company
Florida
$727K
MWAM
1044
Manhattan West Asset Management
California
$727K
MCC
1045
Money Concepts Capital
Florida
$725K
VCM
1046
Virtue Capital Management
Tennessee
$724K
AA
1047
Auxano Advisors
Washington
$724K
SP
1048
Stonebrook Private
Michigan
$723K
GIP
1049
Greatmark Investment Partners
Georgia
$718K
JIP
1050
Jaffetilchin Investment Partners
Florida
$717K