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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
VVP
1101
Vulcan Value Partners
Alabama
$636K
CAS
1102
Coppell Advisory Solutions
Texas
$632K
WG
1103
Warner Group
Connecticut
$632K
BWM
1104
Baron Wealth Management
Michigan
$631K
LCM
1105
Lunt Capital Management
Utah
$630K
FBB
1106
Fulton Breakefield Broenniman
Maryland
$629K
DCA
1107
DSG Capital Advisors
Minnesota
$626K
FTC
1108
Farmers Trust Company
Ohio
$625K
OWP
1109
Obermeyer Wealth Partners
Colorado
$624K
GF
1110
GGM Financials
Ohio
$624K
OWM
1111
Orgel Wealth Management
Wisconsin
$623K
SAW
1112
Signal Advisors Wealth
Michigan
$622K
IP
1113
Ignite Planners
California
$622K
WFAG
1114
Wescott Financial Advisory Group
Pennsylvania
$621K
ESB
1115
Essex Savings Bank
Connecticut
$620K
AWP
1116
Axis Wealth Partners
Rhode Island
$620K
JF
1117
JSF Financial
California
$619K
BLC
1118
Brown, Lisle/Cummings
Rhode Island
$617K
EWS
1119
Evergreen Wealth Solutions
Pennsylvania
$613K
BCP
1120
Berkeley Capital Partners
Georgia
$611K
OPW
1121
Oxler Private Wealth
New York
$610K
MCA
1122
MSH Capital Advisors
Arizona
$607K
ST
1123
Spinnaker Trust
Maine
$606K
TCOV
1124
Trust Company of Vermont
Vermont
$605K
MWA
1125
Meridian Wealth Advisors
Texas
$601K