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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
TF
1326
Trek Financial
Arizona
$383K
CCP
1327
Cassia Capital Partners
North Carolina
$382K
CCG
1328
Cypress Capital Group
Florida
$380K
GKIM
1329
GW&K Investment Management
Massachusetts
$379K
B
1330
Bayban
Minnesota
$375K
EPM
1331
Elm Partners Management
Pennsylvania
$375K
DCM
1332
DGS Capital Management
New Jersey
$374K
AWM
1333
Arista Wealth Management
Nevada
$374K
CTA
1334
Clear Trail Advisors
Texas
$374K
WS
1335
Wilian Securities
Minnesota
$374K
JSL
1336
JT Stratford LLC
Georgia
$373K
MC
1337
Matisse Capital
Oregon
$371K
AWM
1338
Altus Wealth Management
Kentucky
$370K
UFPG
1339
United Financial Planning Group
New York
$370K
FNB
1340
Farmers National Bank
Kentucky
$369K
PEA
1341
Park Edge Advisors
Ohio
$368K
FW
1342
Fairway Wealth
Ohio
$367K
SC
1343
Schoolcraft Capital
Colorado
$367K
VPF
1344
Vantage Point Financial
Illinois
$367K
PB
1345
Pinnacle Bancorp
Nebraska
$367K
CFA
1346
CWS Financial Advisors
Michigan
$365K
AWMG
1347
Alliance Wealth Management Group
New Jersey
$363K
IC
1348
Inscription Capital
Texas
$363K
RWM
1349
Riverbend Wealth Management
South Carolina
$362K
RRWA
1350
Rainey & Randall Wealth Advisors
Florida
$362K