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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
LSA
1476
Lansing Street Advisors
Pennsylvania
$277K
CHAM
1477
Clear Harbor Asset Management
Connecticut
$277K
HR
1478
Howe & Rusling
New York
$276K
TWM
1479
Tanglewood Wealth Management
Texas
$276K
SF
1480
Symphony Financial
Texas
$275K
LFA
1481
Legacy Financial Advisors
Kentucky
$275K
RLIM
1482
Red Lighthouse Investment Management
New York
$275K
MWM
1483
MorganRosel Wealth Management
Colorado
$275K
KCA
1484
Kastel Capital Advisors
Massachusetts
$274K
LWM
1485
Lakeridge Wealth Management
Ohio
$273K
NWP
1486
NerdWallet Wealth Partners
New York
$272K
AFA
1487
Allium Financial Advisors
Oregon
$272K
GFA
1488
Gallagher Fiduciary Advisors
Illinois
$271K
CAL
1489
Capital Analysts LLC
Pennsylvania
$271K
MIM
1490
MTM Investment Management
South Carolina
$269K
RMAM
1491
Raab & Moskowitz Asset Management
New Jersey
$269K
SS
1492
Sunbelt Securities
Texas
$269K
SAM
1493
S.A. Mason
Michigan
$269K
OCM
1494
Orion Capital Management
California
$268K
RCM
1495
RMR Capital Management
California
$268K
CKAIS
1496
Christensen King & Associates Investment Services
Washington
$267K
PA
1497
Persium Advisors
Georgia
$267K
CBT
1498
Crews Bank & Trust
Florida
$267K
PF
1499
PlanWiser Financial
Colorado
$267K
PP
1500
PDS Planning
Ohio
$267K