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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
WCM
1176
WealthBridge Capital Management
Ohio
$522K
SP
1177
Stablepoint Partners
Massachusetts
$520K
LPAM
1178
Lodestar Private Asset Management
California
$520K
CPBTD
1179
Central Pacific Bank - Trust Division
Hawaii
$519K
TWM
1180
TCFG Wealth Management
California
$518K
HWA
1181
Heartwood Wealth Advisors
Virginia
$518K
BFS
1182
Beacon Financial Strategies
North Carolina
$517K
AT
1183
Arlington Trust
Alabama
$515K
BIG
1184
Brooklyn Investment Group
New York
$513K
GCM
1185
Gallacher Capital Management
Colorado
$510K
AF
1186
Atala Financial
California
$510K
AAM
1187
Austin Asset Management
Texas
$505K
MC
1188
Moors & Cabot
Massachusetts
$500K
MFS
1189
McNamara Financial Services
Massachusetts
$497K
PWW
1190
Pettyjohn Wood & White
Virginia
$496K
NWM
1191
Navigation Wealth Management
Colorado
$496K
ODIJL
1192
One Day In July LLC
Vermont
$496K
CAAM
1193
Cornerstone Advisors Asset Management
Pennsylvania
$496K
FCAM
1194
First Citizens Asset Management
North Carolina
$495K
OIM
1195
Oder Investment Management
California
$495K
PAM
1196
Palisade Asset Management
Minnesota
$491K
GSEP
1197
Golden State Equity Partners
California
$491K
BPWM
1198
BCS Private Wealth Management
New Jersey
$491K
EIP
1199
Ellis Investment Partners
Pennsylvania
$489K
AFG
1200
Atomi Financial Group
New York
$489K