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iShares Russell 1000 Value ETF

1,879 hedge funds and large institutions have $58B invested in iShares Russell 1000 Value ETF in 2025 Q4 according to their latest regulatory filings, with 230 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: 1,7401,879 (+139)

2.47% more ownership

Funds ownership: 80.26%82.73% (+2.5%)

85% less call options, than puts

Call options by funds: $111M | Put options by funds: $738M

Holders
1,879
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
104
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
CA
1151
CoreCap Advisors
Michigan
$568K
Barclays
1152
Barclays
United Kingdom
$568K
FRA
1153
Front Row Advisors
California
$567K
SCM
1154
Schnieders Capital Management
California
$566K
AMG
1155
APS Management Group
California
$563K
EW
1156
Elyxium Wealth
California
$561K
M
1157
MOTCO
Texas
$560K
CWG
1158
Cornerstone Wealth Group
North Carolina
$560K
BF
1159
Brogan Financial
Tennessee
$557K
CW
1160
Cedarwood Wealth
Colorado
$555K
KA
1161
Klingman & Associates
New York
$554K
QPWM
1162
Quadrant Private Wealth Management
Pennsylvania
$553K
SFG
1163
Sovereign Financial Group
Connecticut
$551K
CWM
1164
Chicago Wealth Management
Illinois
$551K
TM
1165
TigerOak Management
New Mexico
$550K
TAM
1166
Townsend Asset Management
North Carolina
$549K
PGA
1167
Portland Global Advisors
Maine
$547K
YIA
1168
YHB Investment Advisors
Connecticut
$546K
CNBOF
1169
City National Bank of Florida
Florida
$539K
OA
1170
Operose Advisors
Wisconsin
$539K
GKWIM
1171
Gerber Kawasaki Wealth & Investment Management
California
$539K
DI
1172
Decision Investments
California
$538K
KIM
1173
Kestra Investment Management
Texas
$534K
Members Trust
1174
Members Trust
Florida
$533K
HPIA
1175
Hamilton Point Investment Advisors
North Carolina
$532K