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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
CWG
1151
Cornerstone Wealth Group
North Carolina
$560K
BF
1152
Brogan Financial
Tennessee
$557K
KA
1153
Klingman & Associates
New York
$554K
QPWM
1154
Quadrant Private Wealth Management
Pennsylvania
$553K
SFG
1155
Sovereign Financial Group
Connecticut
$551K
CWM
1156
Chicago Wealth Management
Illinois
$551K
TM
1157
TigerOak Management
New Mexico
$550K
TAM
1158
Townsend Asset Management
North Carolina
$549K
PGA
1159
Portland Global Advisors
Maine
$547K
YIA
1160
YHB Investment Advisors
Connecticut
$546K
CNBOF
1161
City National Bank of Florida
Florida
$539K
OA
1162
Operose Advisors
Wisconsin
$539K
GKWIM
1163
Gerber Kawasaki Wealth & Investment Management
California
$539K
DI
1164
Decision Investments
California
$538K
KIM
1165
Kestra Investment Management
Texas
$534K
Members Trust
1166
Members Trust
Florida
$533K
HPIA
1167
Hamilton Point Investment Advisors
North Carolina
$532K
AIC
1168
Archer Investment Corporation
Indiana
$531K
SHGA
1169
Sand Hill Global Advisors
California
$530K
CC
1170
Cypress Capital
Tennessee
$530K
FMTC
1171
Farmers & Merchants Trust Company
California
$529K
EIA
1172
Edgemoor Investment Advisors
Maryland
$527K
WCP
1173
Wealthcare Capital Partners
Pennsylvania
$527K
IA
1174
Insight Advisors
Pennsylvania
$526K
BBPWM
1175
Blue Bell Private Wealth Management
Pennsylvania
$522K