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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
FMTCOCP
1351
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$350K
RG
1352
Rathbones Group
United Kingdom
$350K
ERWM
1353
Elk River Wealth Management
Colorado
$350K
PRAG
1354
Portfolio Resources Advisor Group
Florida
$349K
EI
1355
EFG International
$349K
APC
1356
Aspire Private Capital
North Carolina
$349K
SFS
1357
Sharp Financial Services
Pennsylvania
$349K
KMWM
1358
Keudell/Morrison Wealth Management
Oregon
$348K
WMP
1359
Wealth Management Partners
Arizona
$348K
Belvedere Trading
1360
Belvedere Trading
Illinois
$347K
FCAS
1361
First Command Advisory Services
Texas
$347K
SEEDPG
1362
S.E.E.D. Planning Group
New York
$347K
JFA
1363
JNBA Financial Advisors
Minnesota
$347K
CIBC World Market
1364
CIBC World Market
Ontario, Canada
$346K
FPB
1365
First PREMIER Bank
South Dakota
$346K
AP
1366
Appleton Partners
Massachusetts
$345K
BI
1367
Berkeley Inc
Idaho
$344K
PL
1368
Plancorp LLC
Missouri
$343K
BWM
1369
BCGM Wealth Management
Indiana
$343K
DWA
1370
Delap Wealth Advisory
Oregon
$343K
ERIC
1371
Eagle Rock Investment Company
Georgia
$342K
LG
1372
LaFleur & Godfrey
Michigan
$342K
HAIM
1373
Hunter Associates Investment Management
Pennsylvania
$342K
PA
1374
Powerhouse Assets
Massachusetts
$340K
DM
1375
Diversified Management
Wisconsin
$340K