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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
AIMC
1401
Alley Investment Management Company
Illinois
$325K
EL
1402
EWA LLC
Pennsylvania
$324K
SPP
1403
Single Point Partners
Massachusetts
$322K
CAG
1404
Csenge Advisory Group
Florida
$321K
SSWM
1405
Smith Salley Wealth Management
North Carolina
$321K
TCOT
1406
Trust Company of Toledo
Ohio
$320K
VWM
1407
Valley Wealth Managers
New Jersey
$318K
EC
1408
EdgeRock Capital
Colorado
$317K
PWP
1409
Private Wealth Partners
California
$317K
PWMAG
1410
Pinnacle Wealth Management Advisory Group
New Jersey
$317K
AHB
1411
Abner Herrman & Brock
New Jersey
$316K
TIM
1412
Thompson Investment Management
Wisconsin
$316K
BCM
1413
Boreal Capital Management
Florida
$316K
WA
1414
Wealth Architects
California
$315K
WBG
1415
Wharton Business Group
Pennsylvania
$315K
BEAM
1416
Baker Ellis Asset Management
Washington
$313K
EIP
1417
Easterly Investment Partners
Massachusetts
$312K
SWM
1418
Stockman Wealth Management
Montana
$310K
MPW
1419
MASECO Private Wealth
$310K
CPCM
1420
Cardinal Point Capital Management
Ontario, Canada
$307K
SFG
1421
SNS Financial Group
Minnesota
$306K
PC
1422
Permanens Capital
New York
$306K
PWP
1423
Principle Wealth Partners
Connecticut
$306K
LWM
1424
Liberty Wealth Management
California
$305K
MLL
1425
Moody Lynn & Lieberson
Massachusetts
$305K