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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
AFM
1601
Armstrong Fleming & Moore
District of Columbia
$223K
BIG
1602
Builder Investment Group
Georgia
$222K
TCM
1603
Tandem Capital Management
New Jersey
$222K
MPIA
1604
Mountain Pacific Investment Advisers
Idaho
$221K
LIA
1605
Luken Investment Analytics
Tennessee
$220K
MFP
1606
Meridian Financial Partners
Virginia
$220K
RPSA
1607
Richard P. Slaughter Associates
Texas
$219K
MEG
1608
Millstone Evans Group
Colorado
$219K
SDWMA
1609
Schneider Downs Wealth Management Advisors
Pennsylvania
$217K
TFS
1610
Thoroughbred Financial Services
Tennessee
$217K
LFP
1611
Lakeshore Financial Planning
Michigan
$216K
CWA
1612
Clarity Wealth Advisors
California
$216K
PWMG
1613
Private Wealth Management Group
New Jersey
$216K
HFO
1614
Heritage Family Offices
Arizona
$216K
WPA
1615
West Paces Advisors
Georgia
$215K
BB
1616
Berkshire Bank
Massachusetts
$215K
CAI
1617
Capital Advisors Inc
Oklahoma
$215K
HC
1618
Hurley Capital
New York
$215K
TFM
1619
TFC Financial Management
Massachusetts
$215K
MCM
1620
Maple Capital Management
Vermont
$214K
TFG
1621
Tilson Financial Group
New Jersey
$214K
Fiera Capital (Canada)
1622
Fiera Capital (Canada)
Quebec, Canada
$214K
CFS
1623
Cannon Financial Strategists
Georgia
$214K
FCMT
1624
Founders Capital Management (Texas)
Texas
$212K
CL
1625
CSS LLC
Illinois
$212K