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iShares Russell 1000 Value ETF

1,878 hedge funds and large institutions have $57.9B invested in iShares Russell 1000 Value ETF in 2025 Q4 according to their latest regulatory filings, with 229 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: 1,7401,878 (+138)

2.45% more ownership

Funds ownership: 80.26%82.7% (+2.4%)

85% less call options, than puts

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

Holders
1,878
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
RFA
1726
Register Financial Advisors
Georgia
$77.2K
APW
1727
Atlantic Private Wealth
North Carolina
$76.6K
CT
1728
Caldwell Trust
Florida
$75.3K
TWM
1729
Topsail Wealth Management
North Carolina
$73.4K
NMG
1730
New Millennium Group
Utah
$72.4K
WIM
1731
Westside Investment Management
California
$72.4K
RCM
1732
Raleigh Capital Management
North Carolina
$71.2K
Federated Hermes
1733
Federated Hermes
Pennsylvania
$69.8K
FC
1734
Financial Consulate
Maryland
$69.2K
MCA
1735
McGuire Capital Advisors
Oklahoma
$66.9K
OPTFSNA
1736
Old Point Trust & Financial Services N A
Virginia
$66.7K
HHCP
1737
Hilton Head Capital Partners
South Carolina
$66.3K
CB
1738
CNB Bank
Pennsylvania
$64.2K
WPA
1739
Wealth Preservation Advisors
Tennessee
$63.9K
MHR
1740
Matthew Hamilton Rosenberg
$63.9K
RPC
1741
Rossmore Private Capital
Connecticut
$63.5K
LAM
1742
LOM Asset Management
$63.1K
MTI
1743
Merrithew & Thorsten Inc
California
$63K
HHGA
1744
Halbert Hargrove Global Advisors
California
$62.2K
EWA
1745
EQ Wealth Advisors
Texas
$61.6K
PSB
1746
Piscataqua Savings Bank
New Hampshire
$61K
LAMC
1747
Longview Asset Management (California)
California
$60.2K
RFS
1748
Richardson Financial Services
Massachusetts
$60.1K
SN
1749
Sittner & Nelson
Oregon
$59.7K
SL
1750
Salomon & Ludwin
Virginia
$57.7K