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iShares Russell 1000 Value ETF

1,880 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, 646 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: 1,7411,880 (+139)

2.47% more ownership

Funds ownership: 80.27%82.74% (+2.5%)

85% less call options, than puts

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

Holders
1,880
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
105
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
MSFP
1801
Mark Sheptoff Financial Planning
Connecticut
$26.5K
CMBA
1802
C.M. Bidwell & Associates
Hawaii
$26.1K
TCM
1803
Tanaka Capital Management
New York
$26K
SR
1804
Syntax Research
Florida
$25.7K
RFA
1805
Reyes Financial Architecture
California
$25.5K
MAS
1806
MPWM Advisory Solutions
Georgia
$25K
TLCM
1807
Twin Lakes Capital Management
California
$25K
NEWAS
1808
N.E.W. Advisory Services
Wisconsin
$23.6K
FFA
1809
Frazier Financial Advisors
Ohio
$22.7K
FAI
1810
Fiduciary Advisors Inc
Missouri
$22.7K
PIS
1811
POM Investment Strategies
North Carolina
$22.3K
TSMHT
1812
Thurston Springer Miller Herd & Titak
Indiana
$22.3K
KG
1813
Kilter Group
New York
$21.8K
OSNBOA
1814
Old Second National Bank of Aurora
Illinois
$21K
DWS
1815
Dynamic Wealth Strategies
California
$21K
TC
1816
Truvestments Capital
Florida
$21K
CWIG
1817
Chung Wu Investment Group
Texas
$21K
CVM
1818
Cheviot Value Management
California
$20.8K
CTA
1819
Colonial Trust Advisors
South Carolina
$20.8K
WAG
1820
Wilkerson Advisory Group
Missouri
$20.7K
IF
1821
Integrity Financial
Wyoming
$20.4K
FMP
1822
Financial Management Professionals
Texas
$20.2K
FDW
1823
Fourth Dimension Wealth
Ohio
$19.1K
GWP
1824
Gen-Wealth Partners
Michigan
$18.3K
CFP
1825
Comprehensive Financial Planning
Pennsylvania
$17.9K