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iShares Russell 1000 Value ETF

1,864 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 225 funds opening new positions, 642 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: 1,7381,864 (+126)

2.16% more ownership

Funds ownership: 80.26%82.41% (+2.2%)

85% less call options, than puts

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

Holders
1,864
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
FB
176
Fulton Bank
Pennsylvania
$22.4M
AC
177
AWM Capital
Arizona
$22.1M
AWA
178
Arkadios Wealth Advisors
Georgia
$22M
PFBT
179
Parkside Financial Bank & Trust
Missouri
$21.8M
AAP
180
Arax Advisory Partners
Colorado
$21.8M
UCFA
181
United Capital Financial Advisors
Texas
$20.9M
BCI
182
Brinker Capital Investments
Pennsylvania
$20.5M
AFCM
183
Applied Finance Capital Management
Puerto Rico
$20.4M
WW
184
Westshore Wealth
California
$20.4M
TG
185
TCW Group
California
$20.3M
WCAMG
186
Woodard & Company Asset Management Group
North Carolina
$20.2M
PAS
187
Park Avenue Securities
New York
$20.1M
QCM
188
Quantinno Capital Management
New York
$20.1M
BF
189
BOK Financial
Oklahoma
$19.5M
ATPW
190
Ashton Thomas Private Wealth
Arizona
$19.3M
CWA
191
CM Wealth Advisors
Ohio
$19.3M
IIC
192
Integrated Investment Consultants
Michigan
$19.2M
KP
193
Keel Point
Alabama
$19.1M
SW
194
SlateStone Wealth
Florida
$18.9M
LFAS
195
Level Four Advisory Services
Texas
$18.7M
GIA
196
GHP Investment Advisors
Colorado
$18.7M
NW
197
NewEdge Wealth
Pennsylvania
$18.6M
BWCS
198
Beirne Wealth Consulting Services
Connecticut
$18.4M
FEG
199
Fund Evaluation Group
Ohio
$18.4M
IFO
200
Independent Family Office
New York
$18.3M