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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
MCP
1126
Mirador Capital Partners
California
$591K
SIA
1127
Soltis Investment Advisors
Utah
$590K
BEW
1128
Burton Enright Welch
California
$589K
SWM
1129
Stronghold Wealth Management
Florida
$586K
PWM
1130
Parkshore Wealth Management
California
$585K
RPGK
1131
Retirement Planning Group (Kansas)
Kansas
$584K
PS
1132
Principal Securities
Iowa
$583K
PFWA
1133
Paces Ferry Wealth Advisors
Georgia
$580K
BCM
1134
Buckhead Capital Management
Georgia
$578K
NRI
1135
NFP Retirement Inc
California
$578K
ABWM
1136
Alpine Bank Wealth Management
Colorado
$577K
CFA
1137
Cahill Financial Advisors
Minnesota
$577K
DJSG
1138
D.J. St. Germain
Massachusetts
$575K
AA
1139
Aire Advisors
California
$574K
BFPW
1140
BOK Financial Private Wealth
Colorado
$574K
GWA
1141
Genesis Wealth Advisors
Massachusetts
$571K
BFO
1142
Biltmore Family Office
North Carolina
$570K
SP
1143
SmartHarvest Portfolios
Washington
$570K
CA
1144
CoreCap Advisors
Michigan
$568K
Barclays
1145
Barclays
United Kingdom
$568K
FRA
1146
Front Row Advisors
California
$567K
SCM
1147
Schnieders Capital Management
California
$566K
AMG
1148
APS Management Group
California
$563K
EW
1149
Elyxium Wealth
California
$561K
M
1150
MOTCO
Texas
$560K