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iShares Russell 1000 Value ETF

1,880 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, 646 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: 1,7411,880 (+139)

2.47% more ownership

Funds ownership: 80.27%82.74% (+2.5%)

85% less call options, than puts

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

Holders
1,880
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
105
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
TW
1576
Tempo Wealth
Ohio
$233K
IWS
1577
Insight Wealth Strategies
California
$232K
KCM
1578
Kathmere Capital Management
Pennsylvania
$232K
VFG
1579
V2 Financial group
Illinois
$231K
NL
1580
NVWM LLC
Pennsylvania
$231K
BWMG
1581
Barnes Wealth Management Group
California
$231K
BSA
1582
Braun Stacey Associates
New York
$231K
OPA
1583
Old Port Advisors
Maine
$231K
KL
1584
KilterHowling LLC
Colorado
$229K
SSW
1585
Stone Summit Wealth
Florida
$228K
IA
1586
Inspire Advisors
Idaho
$228K
VAF
1587
Values Added Financial
District of Columbia
$228K
RC
1588
Roundview Capital
New Jersey
$228K
GSIAS
1589
Garden State Investment Advisory Services
New Jersey
$227K
AIM
1590
Advyzon Investment Management
Illinois
$227K
FB
1591
First Bancorp
Maine
$227K
HC
1592
Headland Capital
South Carolina
$225K
HNWAG
1593
High Net Worth Advisory Group
Florida
$225K
WFA
1594
West Financial Advisors
Iowa
$225K
LWANC
1595
Laurel Wealth Advisors (North Carolina)
North Carolina
$225K
MF
1596
Manuka Financial
Virginia
$225K
CC
1597
Chicago Capital
Illinois
$225K
VDI
1598
Vaughan David Investments
Illinois
$224K
SW
1599
SteelPeak Wealth
California
$224K
CF
1600
Convergence Financial
Missouri
$223K