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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
CPIG
251
Chicago Partners Investment Group
Illinois
$11.7M
AWMNH
252
Arcadia Wealth Management (New Hampshire)
New Hampshire
$11.7M
Jane Street
253
Jane Street
New York
$11.6M
JWA
254
JFS Wealth Advisors
Pennsylvania
$11.4M
JFG
255
Jefferies Financial Group
New York
$11.4M
ASN
256
Advisory Services Network
Georgia
$11.3M
FWM
257
FMA Wealth Management
Massachusetts
$11.3M
NOI
258
Newton One Investments
Delaware
$10.8M
Bessemer Group
259
Bessemer Group
New Jersey
$10.8M
GIM
260
Goelzer Investment Management
Indiana
$10.6M
MCM
261
Morton Capital Management
California
$10.4M
MBT
262
Montecito Bank & Trust
California
$10.3M
NL
263
NWAM LLC
Washington
$10.2M
DT
264
Diversified Trust
Tennessee
$10.2M
HW
265
Hancock Whitney
Mississippi
$10.2M
TWM
266
Tradition Wealth Management
Minnesota
$10.1M
MG
267
Mather Group
Illinois
$10M
WAP
268
Wealthcare Advisory Partners
Pennsylvania
$9.88M
VFA
269
Valeo Financial Advisors
Indiana
$9.77M
VWA
270
Visionary Wealth Advisors
Illinois
$9.73M
AI
271
Atria Investments
North Carolina
$9.67M
NP
272
NorthRock Partners
Minnesota
$9.63M
IWC
273
Integrated Wealth Concepts
Massachusetts
$9.51M
SCM
274
SCS Capital Management
Massachusetts
$9.45M
FM
275
Foster & Motley
Ohio
$9.4M