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iShares Russell 1000 Value ETF

1,879 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, 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: 1,7401,879 (+139)

2.47% more ownership

Funds ownership: 80.26%82.73% (+2.5%)

85% less call options, than puts

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

Holders
1,879
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
104
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
NCM
1626
Neumann Capital Management
California
$212K
IWA
1627
Inspirion Wealth Advisors
Illinois
$211K
LF
1628
Lighthouse Financial
Florida
$211K
CTB
1629
Country Trust Bank
Illinois
$211K
ML
1630
MLP3 LLC
New Jersey
$211K
GA
1631
Gordian Advisors
Arizona
$210K
BRPW
1632
Ballast Rock Private Wealth
South Carolina
$210K
JWBC
1633
J.W. Burns & Co
New York
$210K
FCCM
1634
First City Capital Management
Georgia
$210K
VAMG
1635
Voisard Asset Management Group
Michigan
$210K
TFG
1636
Tull Financial Group
Virginia
$209K
BA
1637
Bluesphere Advisors
Pennsylvania
$208K
WBCM
1638
Wilson & Boucher Capital Management
California
$207K
MCM
1639
Monument Capital Management
Virginia
$206K
CAM
1640
Columbia Asset Management
Michigan
$206K
HCM
1641
Howland Capital Management
Massachusetts
$206K
LTI
1642
Laffer Tengler Investments
Tennessee
$206K
GPA
1643
Guerra Pan Advisors
New Jersey
$206K
COI
1644
Connable Office Inc
Michigan
$205K
AMBIA
1645
Allen Mooney & Barnes Investment Advisors
Georgia
$204K
RTC
1646
Real Talk Capital
Tennessee
$204K
DA
1647
Drake & Associates
Wisconsin
$203K
CSB
1648
City State Bank
Iowa
$202K
HWM
1649
Howard Wealth Management
Connecticut
$202K
VCM
1650
Vision Capital Management
Oregon
$202K