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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
OFA
1501
Oak Family Advisors
Illinois
$266K
VDBMI
1502
Van Den Berg Management I
Texas
$264K
HFS
1503
Hantz Financial Services
Michigan
$263K
PIM
1504
Penobscot Investment Management
Massachusetts
$262K
ACI
1505
Alpha Cubed Investments
California
$261K
PMWMG
1506
Parr McKnight Wealth Management Group
Minnesota
$261K
FFP
1507
FourThought Financial Partners
Florida
$260K
RS
1508
Retirement Solution
Washington
$260K
LGA
1509
Lebenthal Global Advisors
New York
$260K
QFW
1510
QTR Family Wealth
Florida
$260K
DWP
1511
Daymark Wealth Partners
Ohio
$260K
AP
1512
Atwood & Palmer
Missouri
$260K
FWIA
1513
Fort Washington Investment Advisors
Ohio
$259K
PC
1514
Pecaut & Co
Iowa
$258K
FFS
1515
Founders Financial Securities
Maryland
$258K
WTA
1516
Washington Trust Advisors
Massachusetts
$258K
KBFS
1517
Kohmann Bosshard Financial Services
Ohio
$258K
BPFA
1518
Barnes Pettey Financial Advisors
Mississippi
$257K
UWM
1519
USAdvisors Wealth Management
Minnesota
$257K
GWM
1520
Greenhouse Wealth Management
Connecticut
$257K
AWAP
1521
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$256K
EWP
1522
Elevation Wealth Partners
California
$256K
SNBOSD
1523
Security National Bank of So Dak
Iowa
$255K
CC
1524
Commons Capital
Massachusetts
$255K
FRA
1525
Frank Rimerman Advisors
California
$254K