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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
ME
1276
McIlrath & Eck
Washington
$418K
LWMT
1277
Legacy Wealth Management (Tennessee)
Tennessee
$417K
SOS
1278
Silver Oak Securities
Tennessee
$417K
GPW
1279
Gray Private Wealth
Massachusetts
$414K
AMPWP
1280
Alvarez & Marsal Private Wealth Partners
Florida
$414K
MPI
1281
Mairs & Power Inc
Minnesota
$413K
LWM
1282
LJI Wealth Management
Indiana
$413K
SL
1283
Sentinus LLC
Illinois
$407K
FWI
1284
Facet Wealth Inc
Maryland
$407K
CFS
1285
Coordinated Financial Services
Colorado
$407K
IFWM
1286
Institute for Wealth Management
Colorado
$406K
MWM
1287
Mascagni Wealth Management
Mississippi
$406K
NDBT
1288
North Dallas Bank & Trust
Texas
$405K
MA
1289
MCF Advisors
Kentucky
$405K
Koshinski Asset Management
1290
Koshinski Asset Management
Illinois
$405K
PCA
1291
Prosperity Capital Advisors
Ohio
$404K
AWA
1292
Arbor Wealth Advisors
Michigan
$402K
HIS
1293
Horizon Investment Services
Indiana
$400K
AC
1294
Allstate Corporation
Illinois
$400K
IWM
1295
Integris Wealth Management
California
$400K
PSA
1296
Plum Street Advisors
Louisiana
$399K
PAI
1297
Pittenger & Anderson Inc
Nebraska
$399K
PCM
1298
Poehling Capital Management
Wisconsin
$397K
PCH
1299
PGIM Custom Harvest
New Jersey
$395K
GEA
1300
Glen Eagle Advisors
New Jersey
$395K