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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
AG
326
AlTi Global
New York
$7.41M
PWPS
327
Pinnacle Wealth Planning Services
Ohio
$7.37M
SEI Investments
328
SEI Investments
Pennsylvania
$7.37M
CWS
329
Confluence Wealth Services
Pennsylvania
$7.34M
RBCM
330
Raub Brock Capital Management
California
$7.3M
VAS
331
Vestmark Advisory Solutions
Massachusetts
$7.27M
R
332
Rebalance
California
$7.26M
WFS
333
Widmann Financial Services
Maryland
$7.21M
EB
334
Eastern Bank
Massachusetts
$7.05M
WT
335
Whittier Trust
California
$6.88M
TF
336
Tandem Financial
Colorado
$6.82M
MB
337
MidFirst Bank
Oklahoma
$6.8M
BAAM
338
Baker Avenue Asset Management
California
$6.77M
Principal Financial Group
339
Principal Financial Group
Iowa
$6.75M
AssetMark Inc
340
AssetMark Inc
California
$6.74M
RIS
341
Retirement Income Solutions
Michigan
$6.72M
Vanguard Group
342
Vanguard Group
Pennsylvania
$6.67M
AIFAIM
343
American Institute for Advanced Investment Management
Arizona
$6.63M
Loomis, Sayles & Company
344
Loomis, Sayles & Company
Massachusetts
$6.62M
AI
345
Auour Investments
Massachusetts
$6.59M
QCG
346
Quadrant Capital Group
Ohio
$6.58M
NA
347
Nottingham Advisors
New York
$6.55M
SAM
348
Smartleaf Asset Management
Massachusetts
$6.47M
CCM
349
Cullen Capital Management
New York
$6.43M
LW
350
Linscomb Wealth
Texas
$6.39M