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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
CFP
1451
Catalyst Financial Partners
Massachusetts
$290K
SWM
1452
Selective Wealth Management
Virginia
$290K
FAM
1453
Formidable Asset Management
Ohio
$290K
GT
1454
GreatBanc Trust
Illinois
$290K
3IP
1455
3Chopt Investment Partners
Virginia
$290K
NB
1456
NBT Bank
New York
$289K
HPC
1457
HM Payson & Co
Maine
$287K
LI
1458
LifeWealth Investments
Florida
$287K
GBWM
1459
Granite Bay Wealth Management
New Hampshire
$287K
HGWM
1460
Horst & Graben Wealth Management
Oregon
$287K
CM
1461
Cornerstone Management
Georgia
$286K
BWM
1462
BCS Wealth Management
Tennessee
$286K
DCM
1463
Donaldson Capital Management
Indiana
$285K
SIC
1464
Sterling Investment Counsel
New York
$284K
PWS
1465
Proactive Wealth Strategies
Georgia
$283K
FA
1466
Fermata Advisors
California
$283K
TW
1467
TritonPoint Wealth
Maryland
$282K
KWM
1468
Keebeck Wealth Management
Illinois
$282K
EFP
1469
EnRich Financial Partners
Wisconsin
$282K
VDC
1470
Van Diest Capital
Iowa
$281K
MW
1471
Members Wealth
Pennsylvania
$281K
PFA
1472
Pillar Financial Advisors
Kentucky
$281K
EFN
1473
Equita Financial Network
Pennsylvania
$281K
SWMP
1474
Signature Wealth Management Partners
New Jersey
$279K
SA
1475
Sicart Associates
New York
$277K