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