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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
HA
1026
Hanover Advisors
South Carolina
$758K
WF
1027
Warner Financial
Maryland
$758K
FFC
1028
First Financial Corp
Indiana
$758K
EWM
1029
Elevation Wealth Management
Minnesota
$753K
MAWA
1030
Moss Adams Wealth Advisors
Washington
$750K
CCT
1031
Capital City Trust
Florida
$749K
EFMC
1032
Empire Financial Management Company
New York
$749K
RBC
1033
Roble Belko & Company
Pennsylvania
$749K
CIC
1034
Carnegie Investment Counsel
Ohio
$749K
KNW
1035
Kesler Norman & Wride
Utah
$747K
PFG
1036
Pacific Financial Group
Washington
$745K
FGG
1037
Financial Guidance Group
Florida
$745K
SG
1038
Stanich Group
New York
$745K
MFC
1039
Morris Financial Concepts
South Carolina
$745K
TYCC
1040
Texas Yale Capital Corp
Florida
$745K
PWA
1041
Pitcairn Wealth Advisors
Pennsylvania
$744K
IBOK
1042
Independence Bank of Kentucky
Kentucky
$744K
MIAS
1043
Mason Investment Advisory Services
Virginia
$742K
BCM
1044
Bourgeon Capital Management
Connecticut
$742K
NI
1045
Natural Investments
California
$737K
LWL
1046
Leo Wealth LLC
Texas
$731K
AFC
1047
AFT Forsyth & Company
Florida
$727K
MWAM
1048
Manhattan West Asset Management
California
$727K
MCC
1049
Money Concepts Capital
Florida
$725K
VCM
1050
Virtue Capital Management
Tennessee
$724K