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iShares Russell 1000 Value ETF

1,878 hedge funds and large institutions have $57.9B invested in iShares Russell 1000 Value ETF in 2025 Q4 according to their latest regulatory filings, with 229 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: 1,7401,878 (+138)

2.45% more ownership

Funds ownership: 80.26%82.7% (+2.4%)

85% less call options, than puts

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

Holders
1,878
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
HIS
1301
Horizon Investment Services
Indiana
$400K
AC
1302
Allstate Corporation
Illinois
$400K
IWM
1303
Integris Wealth Management
California
$400K
PSA
1304
Plum Street Advisors
Louisiana
$399K
PAI
1305
Pittenger & Anderson Inc
Nebraska
$399K
PCM
1306
Poehling Capital Management
Wisconsin
$397K
PCH
1307
PGIM Custom Harvest
New Jersey
$395K
GEA
1308
Glen Eagle Advisors
New Jersey
$395K
CA
1309
Crewe Advisors
Utah
$395K
BCA
1310
Bay Capital Advisors
Virginia
$394K
MWP
1311
Madison Wealth Partners
Wisconsin
$394K
IIM
1312
Ironwood Investment Management
Massachusetts
$393K
PGWA
1313
Plus Group Wealth Advisors
Wisconsin
$393K
AWP
1314
Abacus Wealth Partners
California
$391K
MA
1315
MJP Associates
Connecticut
$390K
WT
1316
Washington Trust
Rhode Island
$390K
MP
1317
McDonald Partners
Ohio
$389K
SFP
1318
Strategic Financial Partners
Oregon
$388K
PPW
1319
PACK Private Wealth
Minnesota
$387K
BEI
1320
Benjamin Edwards Inc
Missouri
$387K
SWP
1321
ShoreHaven Wealth Partners
New Jersey
$386K
RWMH
1322
Riverpoint Wealth Management Holdings
Illinois
$386K
JPWM
1323
Jamison Private Wealth Management
Georgia
$385K
CBB
1324
Citizens Business Bank
California
$384K
AGWCA
1325
Annis Gardner Whiting Capital Advisors
Florida
$383K