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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
VPIM
1401
Vanguard Personalized Indexing Management
California
$327K
SCM
1402
Stonehearth Capital Management
Massachusetts
$327K
JAG
1403
Journey Advisory Group
Kentucky
$326K
DA
1404
Doliver Advisors
Texas
$326K
KWMG
1405
King Wealth Management Group
Florida
$326K
JC
1406
JB Capital
Connecticut
$326K
BHA
1407
Beech Hill Advisors
New York
$326K
FPTW
1408
Franklin, Parlapiano, Turner & Welch
Texas
$325K
BL
1409
Balentine LLC
Georgia
$325K
MFA
1410
McClarren Financial Advisors
Pennsylvania
$325K
AIMC
1411
Alley Investment Management Company
Illinois
$325K
EL
1412
EWA LLC
Pennsylvania
$324K
SPP
1413
Single Point Partners
Massachusetts
$322K
CAG
1414
Csenge Advisory Group
Florida
$321K
SSWM
1415
Smith Salley Wealth Management
North Carolina
$321K
TCOT
1416
Trust Company of Toledo
Ohio
$320K
VWM
1417
Valley Wealth Managers
New Jersey
$318K
EC
1418
EdgeRock Capital
Colorado
$317K
PWP
1419
Private Wealth Partners
California
$317K
PWMAG
1420
Pinnacle Wealth Management Advisory Group
New Jersey
$317K
AHB
1421
Abner Herrman & Brock
New Jersey
$316K
TIM
1422
Thompson Investment Management
Wisconsin
$316K
BCM
1423
Boreal Capital Management
Florida
$316K
WA
1424
Wealth Architects
California
$315K
WBG
1425
Wharton Business Group
Pennsylvania
$315K