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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
TCM
1801
Tanaka Capital Management
New York
$26K
SR
1802
Syntax Research
Florida
$25.7K
RFA
1803
Reyes Financial Architecture
California
$25.5K
MAS
1804
MPWM Advisory Solutions
Georgia
$25K
TLCM
1805
Twin Lakes Capital Management
California
$25K
NEWAS
1806
N.E.W. Advisory Services
Wisconsin
$23.6K
FFA
1807
Frazier Financial Advisors
Ohio
$22.7K
FAI
1808
Fiduciary Advisors Inc
Missouri
$22.7K
PIS
1809
POM Investment Strategies
North Carolina
$22.3K
TSMHT
1810
Thurston Springer Miller Herd & Titak
Indiana
$22.3K
KG
1811
Kilter Group
New York
$21.8K
OSNBOA
1812
Old Second National Bank of Aurora
Illinois
$21K
DWS
1813
Dynamic Wealth Strategies
California
$21K
TC
1814
Truvestments Capital
Florida
$21K
CWIG
1815
Chung Wu Investment Group
Texas
$21K
CVM
1816
Cheviot Value Management
California
$20.8K
CTA
1817
Colonial Trust Advisors
South Carolina
$20.8K
WAG
1818
Wilkerson Advisory Group
Missouri
$20.7K
IF
1819
Integrity Financial
Wyoming
$20.4K
FMP
1820
Financial Management Professionals
Texas
$20.2K
FDW
1821
Fourth Dimension Wealth
Ohio
$19.1K
GWP
1822
Gen-Wealth Partners
Michigan
$18.3K
CFP
1823
Comprehensive Financial Planning
Pennsylvania
$17.9K
MWPCG
1824
Measured Wealth Private Client Group
New Hampshire
$16.2K
SGK
1825
Steigerwald Gordon & Koch
Virginia
$15.1K