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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
RMAM
1501
Raab & Moskowitz Asset Management
New Jersey
$269K
SS
1502
Sunbelt Securities
Texas
$269K
SAM
1503
S.A. Mason
Michigan
$269K
OCM
1504
Orion Capital Management
California
$268K
RCM
1505
RMR Capital Management
California
$268K
CKAIS
1506
Christensen King & Associates Investment Services
Washington
$267K
PA
1507
Persium Advisors
Georgia
$267K
CBT
1508
Crews Bank & Trust
Florida
$267K
PF
1509
PlanWiser Financial
Colorado
$267K
PP
1510
PDS Planning
Ohio
$267K
ONST
1511
Old North State Trust
North Carolina
$266K
OFA
1512
Oak Family Advisors
Illinois
$266K
VDBMI
1513
Van Den Berg Management I
Texas
$264K
HFS
1514
Hantz Financial Services
Michigan
$263K
PIM
1515
Penobscot Investment Management
Massachusetts
$262K
ACI
1516
Alpha Cubed Investments
California
$261K
PMWMG
1517
Parr McKnight Wealth Management Group
Minnesota
$261K
FFP
1518
FourThought Financial Partners
Florida
$260K
RS
1519
Retirement Solution
Washington
$260K
LGA
1520
Lebenthal Global Advisors
New York
$260K
QFW
1521
QTR Family Wealth
Florida
$260K
DWP
1522
Daymark Wealth Partners
Ohio
$260K
AP
1523
Atwood & Palmer
Missouri
$260K
FWIA
1524
Fort Washington Investment Advisors
Ohio
$259K
PC
1525
Pecaut & Co
Iowa
$258K