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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
AAG
1251
Armstrong Advisory Group
Massachusetts
$444K
AA
1252
Advisory Alpha
Michigan
$443K
EWA
1253
Evolution Wealth Advisors
Florida
$441K
CWS
1254
Cypress Wealth Services
California
$441K
FA
1255
Fiduciary Alliance
South Carolina
$440K
BA
1256
Ballew Advisors
Mississippi
$439K
LKWM
1257
Lee-Kelleher Wealth Management
Maryland
$438K
AWM
1258
Atticus Wealth Management
Florida
$437K
BCMLT
1259
Beacon Capital Management LLC (Tennessee)
Tennessee
$434K
DDPIC
1260
Deroy & Devereaux Private Investment Counsel
Michigan
$433K
CCM
1261
Canal Capital Management
Virginia
$433K
RDWM
1262
Red Door Wealth Management
Tennessee
$432K
CA
1263
COFG Advisors
Illinois
$432K
LA
1264
LVW Advisors
New York
$430K
TSWM
1265
Triangle Securities Wealth Management
North Carolina
$429K
CST
1266
Charles Schwab Trust
Nevada
$428K
OFS
1267
Orrstown Financial Services
Pennsylvania
$428K
GG
1268
Greenwood Gearhart
Arkansas
$427K
PCA
1269
Providence Capital Advisors
North Carolina
$427K
AIA
1270
AssuredPartners Investment Advisors
Florida
$427K
AF
1271
ASL Financial
California
$425K
FNBT
1272
FineMark National Bank & Trust
Florida
$424K
CWM
1273
Curtis Wealth Management
Nevada
$422K
TWA
1274
Talisman Wealth Advisors
New Jersey
$421K
VCP
1275
Verus Capital Partners
Arizona
$419K