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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
VFS
1626
Valpey Financial Services
New Hampshire
$212K
NCM
1627
Neumann Capital Management
California
$212K
IWA
1628
Inspirion Wealth Advisors
Illinois
$211K
LF
1629
Lighthouse Financial
Florida
$211K
CTB
1630
Country Trust Bank
Illinois
$211K
ML
1631
MLP3 LLC
New Jersey
$211K
GA
1632
Gordian Advisors
Arizona
$210K
BRPW
1633
Ballast Rock Private Wealth
South Carolina
$210K
JWBC
1634
J.W. Burns & Co
New York
$210K
FCCM
1635
First City Capital Management
Georgia
$210K
VAMG
1636
Voisard Asset Management Group
Michigan
$210K
TFG
1637
Tull Financial Group
Virginia
$209K
BA
1638
Bluesphere Advisors
Pennsylvania
$208K
WBCM
1639
Wilson & Boucher Capital Management
California
$207K
MCM
1640
Monument Capital Management
Virginia
$206K
CAM
1641
Columbia Asset Management
Michigan
$206K
HCM
1642
Howland Capital Management
Massachusetts
$206K
LTI
1643
Laffer Tengler Investments
Tennessee
$206K
GPA
1644
Guerra Pan Advisors
New Jersey
$206K
COI
1645
Connable Office Inc
Michigan
$205K
AMBIA
1646
Allen Mooney & Barnes Investment Advisors
Georgia
$204K
RTC
1647
Real Talk Capital
Tennessee
$204K
DA
1648
Drake & Associates
Wisconsin
$203K
CSB
1649
City State Bank
Iowa
$202K
HWM
1650
Howard Wealth Management
Connecticut
$202K