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iShares Russell 1000 Value ETF

1,864 hedge funds and large institutions have $57.7B invested in iShares Russell 1000 Value ETF in 2025 Q4 according to their latest regulatory filings, with 225 funds opening new positions, 642 increasing their positions, 544 reducing their positions, and 58 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: $ → $

7% more funds holding

Funds holding: 1,7381,864 (+126)

2.16% more ownership

Funds ownership: 80.26%82.41% (+2.2%)

85% less call options, than puts

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

Holders
1,864
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
MCM
1626
Monument Capital Management
Virginia
$206K
CAM
1627
Columbia Asset Management
Michigan
$206K
HCM
1628
Howland Capital Management
Massachusetts
$206K
LTI
1629
Laffer Tengler Investments
Tennessee
$206K
GPA
1630
Guerra Pan Advisors
New Jersey
$206K
COI
1631
Connable Office Inc
Michigan
$205K
AMBIA
1632
Allen Mooney & Barnes Investment Advisors
Georgia
$204K
RTC
1633
Real Talk Capital
Tennessee
$204K
DA
1634
Drake & Associates
Wisconsin
$203K
CSB
1635
City State Bank
Iowa
$202K
HWM
1636
Howard Wealth Management
Connecticut
$202K
VCM
1637
Vision Capital Management
Oregon
$202K
MF
1638
Manchester Financial
California
$201K
GD
1639
Grandfield & Dodd
New York
$201K
PGAM
1640
Princeton Global Asset Management
New Jersey
$201K
TWC
1641
TD Waterhouse Canada
Ontario, Canada
$201K
SA
1642
Seneschal Advisors
Washington
$200K
GFL
1643
Granite FO LLC
New Hampshire
$192K
CWM
1644
Copia Wealth Management
Oregon
$191K
WBC
1645
West Branch Capital
Massachusetts
$189K
IWP
1646
IAG Wealth Partners
Wisconsin
$186K
BFP
1647
Birchwood Financial Partners
Minnesota
$185K
SIS
1648
Sound Income Strategies
Florida
$183K
NFSG
1649
Newbridge Financial Services Group
Florida
$183K
LBC
1650
Lowe Brockenbrough & Co
Virginia
$182K