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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
W
1651
WealthCollab
Washington
$181K
CBT
1652
CoreFirst Bank & Trust
Kansas
$180K
KFP
1653
Kerr Financial Planning
California
$174K
POIA
1654
Pin Oak Investment Advisors
Texas
$169K
T
1655
TrustBank
Illinois
$168K
AIS
1656
Advocate Investing Services
Maryland
$168K
MSWA
1657
Marshall & Sterling Wealth Advisors
New York
$164K
DFC
1658
DB Fitzpatrick & Co
Idaho
$161K
MFT
1659
Moisand Fitzgerald Tamayo
Florida
$160K
CPG
1660
Cornerstone Planning Group
New Jersey
$160K
GWS
1661
Greykasell Wealth Strategies
California
$159K
CF
1662
Centaurus Financial
California
$158K
EPAM
1663
Evelyn Partners Asset Management
$157K
FPF
1664
First Pacific Financial
Washington
$156K
KFAS
1665
Keating Financial Advisory Services
Kansas
$156K
WWA
1666
Wealth Watch Advisors
Colorado
$154K
HBT
1667
Hills Bank & Trust
Iowa
$152K
SFC
1668
SYM Financial Corp
Indiana
$146K
AFC
1669
Ares Financial Consulting
California
$143K
AI
1670
Ariel Investments
Illinois
$141K
VC
1671
Vestor Capital
Illinois
$139K
PP
1672
Pacifica Partners
Canada
$139K
SIP
1673
Sellwood Investment Partners
Oregon
$139K
HPWM
1674
High Point Wealth Management
New Jersey
$139K
CSC
1675
Caldwell Sutter Capital
California
$137K