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iShares Russell 1000 Value ETF

1,879 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, 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: 1,7401,879 (+139)

2.47% more ownership

Funds ownership: 80.26%82.73% (+2.5%)

85% less call options, than puts

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

Holders
1,879
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
104
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
BIG
1601
Builder Investment Group
Georgia
$222K
TCM
1602
Tandem Capital Management
New Jersey
$222K
MPIA
1603
Mountain Pacific Investment Advisers
Idaho
$221K
LIA
1604
Luken Investment Analytics
Tennessee
$220K
MFP
1605
Meridian Financial Partners
Virginia
$220K
RPSA
1606
Richard P. Slaughter Associates
Texas
$219K
MEG
1607
Millstone Evans Group
Colorado
$219K
SDWMA
1608
Schneider Downs Wealth Management Advisors
Pennsylvania
$217K
TFS
1609
Thoroughbred Financial Services
Tennessee
$217K
LFP
1610
Lakeshore Financial Planning
Michigan
$216K
CWA
1611
Clarity Wealth Advisors
California
$216K
PWMG
1612
Private Wealth Management Group
New Jersey
$216K
HFO
1613
Heritage Family Offices
Arizona
$216K
WPA
1614
West Paces Advisors
Georgia
$215K
BB
1615
Berkshire Bank
Massachusetts
$215K
CAI
1616
Capital Advisors Inc
Oklahoma
$215K
HC
1617
Hurley Capital
New York
$215K
TFM
1618
TFC Financial Management
Massachusetts
$215K
MCM
1619
Maple Capital Management
Vermont
$214K
TFG
1620
Tilson Financial Group
New Jersey
$214K
Fiera Capital (Canada)
1621
Fiera Capital (Canada)
Quebec, Canada
$214K
CFS
1622
Cannon Financial Strategists
Georgia
$214K
FCMT
1623
Founders Capital Management (Texas)
Texas
$212K
CL
1624
CSS LLC
Illinois
$212K
VFS
1625
Valpey Financial Services
New Hampshire
$212K