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iShares Russell 1000 Value ETF

1,898 hedge funds and large institutions have $58B invested in iShares Russell 1000 Value ETF in 2025 Q4 according to their latest regulatory filings, with 241 funds opening new positions, 650 increasing their positions, 547 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: 1,7461,898 (+152)

2.49% more ownership

Funds ownership: 80.27%82.77% (+2.5%)

85% less call options, than puts

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

Holders
1,898
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
106
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
NFSG
1676
Newbridge Financial Services Group
Florida
$183K
SWP
1677
Strategic Wealth Partners
Ohio
$182K
LBC
1678
Lowe Brockenbrough & Co
Virginia
$182K
W
1679
WealthCollab
Washington
$181K
CBT
1680
CoreFirst Bank & Trust
Kansas
$180K
KFP
1681
Kerr Financial Planning
California
$174K
POIA
1682
Pin Oak Investment Advisors
Texas
$169K
AIS
1683
Advocate Investing Services
Maryland
$168K
T
1684
TrustBank
Illinois
$168K
MSWA
1685
Marshall & Sterling Wealth Advisors
New York
$164K
DFC
1686
DB Fitzpatrick & Co
Idaho
$161K
MFT
1687
Moisand Fitzgerald Tamayo
Florida
$160K
CPG
1688
Cornerstone Planning Group
New Jersey
$160K
GWS
1689
Greykasell Wealth Strategies
California
$159K
CF
1690
Centaurus Financial
California
$158K
EPAM
1691
Evelyn Partners Asset Management
$157K
FPF
1692
First Pacific Financial
Washington
$156K
KFAS
1693
Keating Financial Advisory Services
Kansas
$156K
WWA
1694
Wealth Watch Advisors
Colorado
$154K
HBT
1695
Hills Bank & Trust
Iowa
$152K
USB
1696
Union Savings Bank
Connecticut
$149K
SFC
1697
SYM Financial Corp
Indiana
$146K
AFC
1698
Ares Financial Consulting
California
$143K
AI
1699
Ariel Investments
Illinois
$141K
VC
1700
Vestor Capital
Illinois
$139K