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iShares Russell 1000 Value ETF

1,904 hedge funds and large institutions have $58B invested in iShares Russell 1000 Value ETF in 2025 Q4 according to their latest regulatory filings, with 243 funds opening new positions, 651 increasing their positions, 548 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: $ → $

9% more funds holding

Funds holding: 1,7501,904 (+154)

2.51% more ownership

Funds ownership: 80.29%82.79% (+2.5%)

85% less call options, than puts

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

Holders
1,904
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
108
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
IA
1601
Inspire Advisors
Idaho
$228K
VAF
1602
Values Added Financial
District of Columbia
$228K
RC
1603
Roundview Capital
New Jersey
$228K
GSIAS
1604
Garden State Investment Advisory Services
New Jersey
$227K
AIM
1605
Advyzon Investment Management
Illinois
$227K
FB
1606
First Bancorp
Maine
$227K
HC
1607
Headland Capital
South Carolina
$225K
HNWAG
1608
High Net Worth Advisory Group
Florida
$225K
WFA
1609
West Financial Advisors
Iowa
$225K
LWANC
1610
Laurel Wealth Advisors (North Carolina)
North Carolina
$225K
CC
1611
Chicago Capital
Illinois
$225K
MF
1612
Manuka Financial
Virginia
$225K
VDI
1613
Vaughan David Investments
Illinois
$224K
SW
1614
SteelPeak Wealth
California
$224K
CF
1615
Convergence Financial
Missouri
$223K
AFM
1616
Armstrong Fleming & Moore
District of Columbia
$223K
BIG
1617
Builder Investment Group
Georgia
$222K
TCM
1618
Tandem Capital Management
New Jersey
$222K
MPIA
1619
Mountain Pacific Investment Advisers
Idaho
$221K
LIA
1620
Luken Investment Analytics
Tennessee
$220K
MFP
1621
Meridian Financial Partners
Virginia
$220K
RPSA
1622
Richard P. Slaughter Associates
Texas
$219K
MEG
1623
Millstone Evans Group
Colorado
$219K
SDWMA
1624
Schneider Downs Wealth Management Advisors
Pennsylvania
$217K
TFS
1625
Thoroughbred Financial Services
Tennessee
$217K