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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
NCM
1126
NCM Capital Management
New Jersey
$599K
WP
1127
WealthPLAN Partners
Nebraska
$598K
PA
1128
PFG Advisors
Arizona
$597K
PWM
1129
Peak Wealth Management
New Hampshire
$597K
PW
1130
Pandora Wealth
Illinois
$595K
SFWC
1131
Strategic Family Wealth Counselors
New Jersey
$592K
MCP
1132
Mirador Capital Partners
California
$591K
SIA
1133
Soltis Investment Advisors
Utah
$590K
BEW
1134
Burton Enright Welch
California
$589K
SWM
1135
Stronghold Wealth Management
Florida
$586K
PWM
1136
Parkshore Wealth Management
California
$585K
RPGK
1137
Retirement Planning Group (Kansas)
Kansas
$584K
PS
1138
Principal Securities
Iowa
$583K
PFWA
1139
Paces Ferry Wealth Advisors
Georgia
$580K
BCM
1140
Buckhead Capital Management
Georgia
$578K
NRI
1141
NFP Retirement Inc
California
$578K
ABWM
1142
Alpine Bank Wealth Management
Colorado
$577K
CFA
1143
Cahill Financial Advisors
Minnesota
$577K
DJSG
1144
D.J. St. Germain
Massachusetts
$575K
AA
1145
Aire Advisors
California
$574K
BFPW
1146
BOK Financial Private Wealth
Colorado
$574K
GWA
1147
Genesis Wealth Advisors
Massachusetts
$571K
BFO
1148
Biltmore Family Office
North Carolina
$570K
SP
1149
SmartHarvest Portfolios
Washington
$570K
CA
1150
CoreCap Advisors
Michigan
$568K