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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
KWA
1376
Kondo Wealth Advisors
California
$339K
SC
1377
Stephenson & Company
California
$336K
First Trust Advisors
1378
First Trust Advisors
Illinois
$334K
MPCG
1379
Matrix Private Capital Group
New York
$334K
LNB
1380
Ledyard National Bank
$333K
EFA
1381
Evernest Financial Advisors
Indiana
$332K
SAG
1382
SageView Advisory Group
California
$331K
NHC
1383
Nicholas Hoffman & Company
Georgia
$331K
APW
1384
Acima Private Wealth
Virginia
$330K
PWMG
1385
Pinnacle Wealth Management Group
Michigan
$330K
JJBC
1386
James J. Burns & Company
New York
$330K
OHWP
1387
Oak Harbor Wealth Partners
North Carolina
$328K
WG
1388
Watchman Group
Texas
$328K
TC
1389
Trust Company
Kansas
$327K
BF
1390
Baring Financial
Washington
$327K
VPIM
1391
Vanguard Personalized Indexing Management
California
$327K
SCM
1392
Stonehearth Capital Management
Massachusetts
$327K
JAG
1393
Journey Advisory Group
Kentucky
$326K
DA
1394
Doliver Advisors
Texas
$326K
KWMG
1395
King Wealth Management Group
Florida
$326K
JC
1396
JB Capital
Connecticut
$326K
BHA
1397
Beech Hill Advisors
New York
$326K
FPTW
1398
Franklin, Parlapiano, Turner & Welch
Texas
$325K
BL
1399
Balentine LLC
Georgia
$325K
MFA
1400
McClarren Financial Advisors
Pennsylvania
$325K