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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
FWA
1551
FSM Wealth Advisors
Ohio
$239K
MCA
1552
Millennium Capital Advisors
Arkansas
$239K
NFA
1553
Northern Financial Advisors
Michigan
$239K
AA
1554
Addison Advisors
Vermont
$238K
HAM
1555
Harmony Asset Management
Arizona
$238K
EFA
1556
Englebert Financial Advisers
Pennsylvania
$238K
CWM
1557
Collaborative Wealth Management
Florida
$237K
MNA
1558
Manning & Napier Advisors
New York
$237K
EGWAG
1559
Elwood & Goetz Wealth Advisory Group
Georgia
$236K
TFA
1560
TandemGrowth Financial Advisors
Georgia
$236K
IRP
1561
Investment Research Partners
Pennsylvania
$234K
CH
1562
CDKV Holdings
Colorado
$234K
TWL
1563
Tempo Wealth, LLC
Ohio
$233K
IWS
1564
Insight Wealth Strategies
California
$232K
KCM
1565
Kathmere Capital Management
Pennsylvania
$232K
VFG
1566
V2 Financial group
Illinois
$231K
NL
1567
NVWM LLC
Pennsylvania
$231K
BWMG
1568
Barnes Wealth Management Group
California
$231K
BSA
1569
Braun Stacey Associates
New York
$231K
OPA
1570
Old Port Advisors
Maine
$231K
KL
1571
KilterHowling LLC
Colorado
$229K
SSW
1572
Stone Summit Wealth
Florida
$228K
IA
1573
Inspire Advisors
Idaho
$228K
VAF
1574
Values Added Financial
District of Columbia
$228K
RC
1575
Roundview Capital
New Jersey
$228K