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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
GSIAS
1576
Garden State Investment Advisory Services
New Jersey
$227K
AIM
1577
Advyzon Investment Management
Illinois
$227K
FB
1578
First Bancorp
Maine
$227K
HC
1579
Headland Capital
South Carolina
$225K
WFA
1580
West Financial Advisors
Iowa
$225K
HNWAG
1581
High Net Worth Advisory Group
Florida
$225K
LWANC
1582
Laurel Wealth Advisors (North Carolina)
North Carolina
$225K
CC
1583
Chicago Capital
Illinois
$225K
MF
1584
Manuka Financial
Virginia
$225K
VDI
1585
Vaughan David Investments
Illinois
$224K
SW
1586
SteelPeak Wealth
California
$224K
CF
1587
Convergence Financial
Missouri
$223K
AFM
1588
Armstrong Fleming & Moore
District of Columbia
$223K
BIG
1589
Builder Investment Group
Georgia
$222K
TCM
1590
Tandem Capital Management
New Jersey
$222K
MPIA
1591
Mountain Pacific Investment Advisers
Idaho
$221K
LIA
1592
Luken Investment Analytics
Tennessee
$220K
MFP
1593
Meridian Financial Partners
Virginia
$220K
RPSA
1594
Richard P. Slaughter Associates
Texas
$219K
MEG
1595
Millstone Evans Group
Colorado
$219K
SDWMA
1596
Schneider Downs Wealth Management Advisors
Pennsylvania
$217K
TFS
1597
Thoroughbred Financial Services
Tennessee
$217K
LFP
1598
Lakeshore Financial Planning
Michigan
$216K
CWA
1599
Clarity Wealth Advisors
California
$216K
PWMG
1600
Private Wealth Management Group
New Jersey
$216K