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iShares Russell 1000 Value ETF

1,879 hedge funds and large institutions have $58B invested in iShares Russell 1000 Value ETF in 2025 Q4 according to their latest regulatory filings, with 230 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: 1,7401,879 (+139)

2.47% more ownership

Funds ownership: 80.26%82.73% (+2.5%)

85% less call options, than puts

Call options by funds: $111M | Put options by funds: $738M

Holders
1,879
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
104
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
MIM
1501
MTM Investment Management
South Carolina
$269K
RMAM
1502
Raab & Moskowitz Asset Management
New Jersey
$269K
SS
1503
Sunbelt Securities
Texas
$269K
SAM
1504
S.A. Mason
Michigan
$269K
OCM
1505
Orion Capital Management
California
$268K
RCM
1506
RMR Capital Management
California
$268K
CKAIS
1507
Christensen King & Associates Investment Services
Washington
$267K
PA
1508
Persium Advisors
Georgia
$267K
CBT
1509
Crews Bank & Trust
Florida
$267K
PF
1510
PlanWiser Financial
Colorado
$267K
PP
1511
PDS Planning
Ohio
$267K
ONST
1512
Old North State Trust
North Carolina
$266K
OFA
1513
Oak Family Advisors
Illinois
$266K
VDBMI
1514
Van Den Berg Management I
Texas
$264K
HFS
1515
Hantz Financial Services
Michigan
$263K
PIM
1516
Penobscot Investment Management
Massachusetts
$262K
ACI
1517
Alpha Cubed Investments
California
$261K
PMWMG
1518
Parr McKnight Wealth Management Group
Minnesota
$261K
FFP
1519
FourThought Financial Partners
Florida
$260K
RS
1520
Retirement Solution
Washington
$260K
LGA
1521
Lebenthal Global Advisors
New York
$260K
QFW
1522
QTR Family Wealth
Florida
$260K
DWP
1523
Daymark Wealth Partners
Ohio
$260K
AP
1524
Atwood & Palmer
Missouri
$260K
FWIA
1525
Fort Washington Investment Advisors
Ohio
$259K