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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
CFP
1051
Cascade Financial Partners
California
$715K
WP
1052
Westmount Partners
California
$713K
IAA
1053
Independent Advisor Alliance
North Carolina
$711K
MIM
1054
Miller Investment Management
Pennsylvania
$708K
BTD
1055
BankPlus Trust Department
Mississippi
$707K
HIS
1056
Harvest Investment Services
Illinois
$701K
VCM
1057
Vivaldi Capital Management
Illinois
$700K
BB
1058
Bell Bank
North Dakota
$699K
AWM
1059
AAF Wealth Management
Massachusetts
$696K
HW
1060
HORAN Wealth
Ohio
$695K
KFC
1061
Klingenstein Fields & Co
New York
$691K
JAA
1062
Joel Adams & Associates
North Carolina
$690K
MWM
1063
Melfa Wealth Management
Massachusetts
$689K
T. Rowe Price Associates
1064
T. Rowe Price Associates
Maryland
$687K
FSA
1065
Fort Sheridan Advisors
Illinois
$685K
Empower Advisory Group
1066
Empower Advisory Group
Colorado
$685K
GSWM
1067
Greenup Street Wealth Management
Michigan
$685K
WA
1068
WBH Advisory
Maryland
$680K
CIAS
1069
Capital Investment Advisory Services
North Carolina
$679K
LIM
1070
Leavell Investment Management
Alabama
$677K
BW
1071
BIP Wealth
Georgia
$676K
TA
1072
TrueWealth Advisors
Alabama
$675K
DWM
1073
Darwin Wealth Management
Florida
$674K
TF
1074
Tudor Financial
Ohio
$673K
FCA
1075
Fortis Capital Advisors
Kansas
$673K