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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
SEI Investments
326
SEI Investments
Pennsylvania
$7.37M
CWS
327
Confluence Wealth Services
Pennsylvania
$7.34M
RBCM
328
Raub Brock Capital Management
California
$7.3M
VAS
329
Vestmark Advisory Solutions
Massachusetts
$7.27M
R
330
Rebalance
California
$7.26M
WFS
331
Widmann Financial Services
Maryland
$7.21M
EB
332
Eastern Bank
Massachusetts
$7.05M
WT
333
Whittier Trust
California
$6.88M
TF
334
Tandem Financial
Colorado
$6.82M
MB
335
MidFirst Bank
Oklahoma
$6.8M
BAAM
336
Baker Avenue Asset Management
California
$6.77M
Principal Financial Group
337
Principal Financial Group
Iowa
$6.75M
AssetMark Inc
338
AssetMark Inc
California
$6.74M
RIS
339
Retirement Income Solutions
Michigan
$6.72M
Vanguard Group
340
Vanguard Group
Pennsylvania
$6.67M
AIFAIM
341
American Institute for Advanced Investment Management
Arizona
$6.63M
Loomis, Sayles & Company
342
Loomis, Sayles & Company
Massachusetts
$6.62M
AI
343
Auour Investments
Massachusetts
$6.59M
QCG
344
Quadrant Capital Group
Ohio
$6.58M
NA
345
Nottingham Advisors
New York
$6.55M
SAM
346
Smartleaf Asset Management
Massachusetts
$6.47M
CCM
347
Cullen Capital Management
New York
$6.43M
LW
348
Linscomb Wealth
Texas
$6.39M
MPM
349
Meritage Portfolio Management
Kansas
$6.39M
PCM
350
Pointe Capital Management
Michigan
$6.33M