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iShares Russell 1000 Value ETF

1,879 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, 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: 1,7401,879 (+139)

2.47% more ownership

Funds ownership: 80.26%82.73% (+2.5%)

85% less call options, than puts

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

Holders
1,879
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
104
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
NGA
251
Naples Global Advisors
Florida
$11.8M
CPIG
252
Chicago Partners Investment Group
Illinois
$11.7M
AWMNH
253
Arcadia Wealth Management (New Hampshire)
New Hampshire
$11.7M
Jane Street
254
Jane Street
New York
$11.6M
JWA
255
JFS Wealth Advisors
Pennsylvania
$11.4M
JFG
256
Jefferies Financial Group
New York
$11.4M
ASN
257
Advisory Services Network
Georgia
$11.3M
FWM
258
FMA Wealth Management
Massachusetts
$11.3M
NOI
259
Newton One Investments
Delaware
$10.8M
Bessemer Group
260
Bessemer Group
New Jersey
$10.8M
GIM
261
Goelzer Investment Management
Indiana
$10.6M
MCM
262
Morton Capital Management
California
$10.4M
MBT
263
Montecito Bank & Trust
California
$10.3M
NL
264
NWAM LLC
Washington
$10.2M
DT
265
Diversified Trust
Tennessee
$10.2M
HW
266
Hancock Whitney
Mississippi
$10.2M
TWM
267
Tradition Wealth Management
Minnesota
$10.1M
MG
268
Mather Group
Illinois
$10M
WAP
269
Wealthcare Advisory Partners
Pennsylvania
$9.88M
VFA
270
Valeo Financial Advisors
Indiana
$9.77M
VWA
271
Visionary Wealth Advisors
Illinois
$9.73M
AI
272
Atria Investments
North Carolina
$9.67M
NP
273
NorthRock Partners
Minnesota
$9.63M
IWC
274
Integrated Wealth Concepts
Massachusetts
$9.51M
SCM
275
SCS Capital Management
Massachusetts
$9.45M