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iShares Russell 1000 Value ETF

1,881 hedge funds and large institutions have $58B invested in iShares Russell 1000 Value ETF in 2025 Q4 according to their latest regulatory filings, with 231 funds opening new positions, 646 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: 1,7411,881 (+140)

2.47% more ownership

Funds ownership: 80.27%82.74% (+2.5%)

85% less call options, than puts

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

Holders
1,881
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
105
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
JFA
1376
JNBA Financial Advisors
Minnesota
$347K
CIBC World Market
1377
CIBC World Market
Ontario, Canada
$346K
FPB
1378
First PREMIER Bank
South Dakota
$346K
AP
1379
Appleton Partners
Massachusetts
$345K
BI
1380
Berkeley Inc
Idaho
$344K
PL
1381
Plancorp LLC
Missouri
$343K
BWM
1382
BCGM Wealth Management
Indiana
$343K
DWA
1383
Delap Wealth Advisory
Oregon
$343K
ERIC
1384
Eagle Rock Investment Company
Georgia
$342K
LG
1385
LaFleur & Godfrey
Michigan
$342K
HAIM
1386
Hunter Associates Investment Management
Pennsylvania
$342K
PA
1387
Powerhouse Assets
Massachusetts
$340K
DM
1388
Diversified Management
Wisconsin
$340K
KWA
1389
Kondo Wealth Advisors
California
$339K
SC
1390
Stephenson & Company
California
$336K
First Trust Advisors
1391
First Trust Advisors
Illinois
$334K
MPCG
1392
Matrix Private Capital Group
New York
$334K
LNB
1393
Ledyard National Bank
$333K
EFA
1394
Evernest Financial Advisors
Indiana
$332K
SAG
1395
SageView Advisory Group
California
$331K
NHC
1396
Nicholas Hoffman & Company
Georgia
$331K
APW
1397
Acima Private Wealth
Virginia
$330K
PWMG
1398
Pinnacle Wealth Management Group
Michigan
$330K
JJBC
1399
James J. Burns & Company
New York
$330K
OHWP
1400
Oak Harbor Wealth Partners
North Carolina
$328K