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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
FBB
1101
Fulton Breakefield Broenniman
Maryland
$629K
DCA
1102
DSG Capital Advisors
Minnesota
$626K
FTC
1103
Farmers Trust Company
Ohio
$625K
OWP
1104
Obermeyer Wealth Partners
Colorado
$624K
GF
1105
GGM Financials
Ohio
$624K
OWM
1106
Orgel Wealth Management
Wisconsin
$623K
SAW
1107
Signal Advisors Wealth
Michigan
$622K
IP
1108
Ignite Planners
California
$622K
WFAG
1109
Wescott Financial Advisory Group
Pennsylvania
$621K
ESB
1110
Essex Savings Bank
Connecticut
$620K
AWP
1111
Axis Wealth Partners
Rhode Island
$620K
JF
1112
JSF Financial
California
$619K
BLC
1113
Brown, Lisle/Cummings
Rhode Island
$617K
EWS
1114
Evergreen Wealth Solutions
Pennsylvania
$613K
BCP
1115
Berkeley Capital Partners
Georgia
$611K
OPW
1116
Oxler Private Wealth
New York
$610K
MCA
1117
MSH Capital Advisors
Arizona
$607K
ST
1118
Spinnaker Trust
Maine
$606K
TCOV
1119
Trust Company of Vermont
Vermont
$605K
MWA
1120
Meridian Wealth Advisors
Texas
$601K
WP
1121
WealthPLAN Partners
Nebraska
$598K
PA
1122
PFG Advisors
Arizona
$597K
PWM
1123
Peak Wealth Management
New Hampshire
$597K
PW
1124
Pandora Wealth
Illinois
$595K
SFWC
1125
Strategic Family Wealth Counselors
New Jersey
$592K