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iShares Russell 1000 Value ETF

1,861 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 224 funds opening new positions, 641 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: 1,7381,861 (+123)

2.15% more ownership

Funds ownership: 80.26%82.41% (+2.1%)

85% less call options, than puts

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

Holders
1,861
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
BL
1826
BFSG LLC
California
$8.2K
VanEck Associates
1827
VanEck Associates
New York
$8K
1L
1828
10Elms LLP
Oklahoma
$7.99K
FCT
1829
First Community Trust
Iowa
$7.57K
EWM
1830
Evolution Wealth Management
Florida
$7.57K
LWMI
1831
Legacy Wealth Management (Idaho)
Idaho
$7.36K
APW
1832
Aventura Private Wealth
Florida
$7.15K
PAM
1833
Parvin Asset Management
South Dakota
$7.15K
ECA
1834
Elevated Capital Advisors
Utah
$6.94K
HI
1835
Hoey Investments
Pennsylvania
$6.73K
MSWM
1836
Mowery & Schoenfeld Wealth Management
Illinois
$6.52K
MCM
1837
MidAtlantic Capital Management
Virginia
$6.52K
LC
1838
Luminist Capital
Michigan
$6.52K
MA
1839
Modus Advisors
Minnesota
$6.31K
GIP
1840
Granite Investment Partners
California
$6.1K
RWPA
1841
Richard W. Paul & Associates
Michigan
$5.68K
BC
1842
Broadwater Capital
Massachusetts
$5.47K
LB
1843
Legacy Bridge
Iowa
$5.26K
HWM
1844
Horizons Wealth Management
North Carolina
$5.26K
OC
1845
Optima Capital
Oregon
$5.26K
Q1WB
1846
Quest 10 Wealth Builders
Virginia
$4.84K
DFA
1847
DHJJ Financial Advisors
Illinois
$4.21K
TFA
1848
Toth Financial Advisory
Virginia
$4.21K
HFM
1849
Harvest Fund Management
China
$4K
FG
1850
Fairman Group
Pennsylvania
$3.37K