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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
LFP
1626
Lakeshore Financial Planning
Michigan
$216K
CWA
1627
Clarity Wealth Advisors
California
$216K
PWMG
1628
Private Wealth Management Group
New Jersey
$216K
HFO
1629
Heritage Family Offices
Arizona
$216K
WPA
1630
West Paces Advisors
Georgia
$215K
BB
1631
Berkshire Bank
Massachusetts
$215K
CAI
1632
Capital Advisors Inc
Oklahoma
$215K
HC
1633
Hurley Capital
New York
$215K
TFM
1634
TFC Financial Management
Massachusetts
$215K
MCM
1635
Maple Capital Management
Vermont
$214K
TFG
1636
Tilson Financial Group
New Jersey
$214K
Fiera Capital (Canada)
1637
Fiera Capital (Canada)
Quebec, Canada
$214K
CFS
1638
Cannon Financial Strategists
Georgia
$214K
FCMT
1639
Founders Capital Management (Texas)
Texas
$212K
CL
1640
CSS LLC
Illinois
$212K
VFS
1641
Valpey Financial Services
New Hampshire
$212K
NCM
1642
Neumann Capital Management
California
$212K
IWA
1643
Inspirion Wealth Advisors
Illinois
$211K
LF
1644
Lighthouse Financial
Florida
$211K
CTB
1645
Country Trust Bank
Illinois
$211K
ML
1646
MLP3 LLC
New Jersey
$211K
GA
1647
Gordian Advisors
Arizona
$210K
BRPW
1648
Ballast Rock Private Wealth
South Carolina
$210K
FCCM
1649
First City Capital Management
Georgia
$210K
JWBC
1650
J.W. Burns & Co
New York
$210K