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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
KCM
1576
Kathmere Capital Management
Pennsylvania
$232K
NL
1577
NVWM LLC
Pennsylvania
$231K
VFG
1578
V2 Financial group
Illinois
$231K
BWMG
1579
Barnes Wealth Management Group
California
$231K
BSA
1580
Braun Stacey Associates
New York
$231K
OPA
1581
Old Port Advisors
Maine
$231K
KL
1582
KilterHowling LLC
Colorado
$229K
SSW
1583
Stone Summit Wealth
Florida
$228K
IA
1584
Inspire Advisors
Idaho
$228K
VAF
1585
Values Added Financial
District of Columbia
$228K
RC
1586
Roundview Capital
New Jersey
$228K
GSIAS
1587
Garden State Investment Advisory Services
New Jersey
$227K
AIM
1588
Advyzon Investment Management
Illinois
$227K
FB
1589
First Bancorp
Maine
$227K
HC
1590
Headland Capital
South Carolina
$225K
WFA
1591
West Financial Advisors
Iowa
$225K
HNWAG
1592
High Net Worth Advisory Group
Florida
$225K
LWANC
1593
Laurel Wealth Advisors (North Carolina)
North Carolina
$225K
CC
1594
Chicago Capital
Illinois
$225K
MF
1595
Manuka Financial
Virginia
$225K
VDI
1596
Vaughan David Investments
Illinois
$224K
SW
1597
SteelPeak Wealth
California
$224K
CF
1598
Convergence Financial
Missouri
$223K
AFM
1599
Armstrong Fleming & Moore
District of Columbia
$223K
BIG
1600
Builder Investment Group
Georgia
$222K