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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
AP
1376
Appleton Partners
Massachusetts
$345K
BI
1377
Berkeley Inc
Idaho
$344K
PL
1378
Plancorp LLC
Missouri
$343K
BWM
1379
BCGM Wealth Management
Indiana
$343K
DWA
1380
Delap Wealth Advisory
Oregon
$343K
ERIC
1381
Eagle Rock Investment Company
Georgia
$342K
LG
1382
LaFleur & Godfrey
Michigan
$342K
HAIM
1383
Hunter Associates Investment Management
Pennsylvania
$342K
PA
1384
Powerhouse Assets
Massachusetts
$340K
DM
1385
Diversified Management
Wisconsin
$340K
KWA
1386
Kondo Wealth Advisors
California
$339K
SC
1387
Stephenson & Company
California
$336K
First Trust Advisors
1388
First Trust Advisors
Illinois
$334K
MPCG
1389
Matrix Private Capital Group
New York
$334K
LNB
1390
Ledyard National Bank
$333K
EFA
1391
Evernest Financial Advisors
Indiana
$332K
SAG
1392
SageView Advisory Group
California
$331K
NHC
1393
Nicholas Hoffman & Company
Georgia
$331K
APW
1394
Acima Private Wealth
Virginia
$330K
PWMG
1395
Pinnacle Wealth Management Group
Michigan
$330K
JJBC
1396
James J. Burns & Company
New York
$330K
OHWP
1397
Oak Harbor Wealth Partners
North Carolina
$328K
WG
1398
Watchman Group
Texas
$328K
TC
1399
Trust Company
Kansas
$327K
BF
1400
Baring Financial
Washington
$327K