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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
SWA
451
Serenus Wealth Advisors
California
$4.11M
SWGC
452
Summit Wealth Group (Colorado)
Colorado
$4.11M
NS
453
NBC Securities
Alabama
$4.11M
FPAS
454
Focus Partners Advisor Solutions
Missouri
$4.1M
SCA
455
Stillwater Capital Advisors
Pennsylvania
$4.07M
BOJHT
456
Bank of Jackson Hole Trust
Wyoming
$4.07M
Wellington Management Group
457
Wellington Management Group
Massachusetts
$4.05M
PA
458
Procyon Advisors
Connecticut
$4.02M
MCWS
459
McKinley Carter Wealth Services
West Virginia
$3.99M
IWA
460
Icon Wealth Advisors
Texas
$3.99M
DFS
461
Dixon Fnancial Services
California
$3.98M
FFG
462
Fiduciary Financial Group
California
$3.98M
PCG
463
Prosperity Consulting Group
Maryland
$3.96M
CAM
464
Carret Asset Management
New York
$3.95M
WP
465
Wealthspan Partners
Iowa
$3.95M
TAM
466
Tocqueville Asset Management
New York
$3.93M
GSWM
467
Golden State Wealth Management
California
$3.93M
FWMP
468
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$3.93M
ACP
469
Argyle Capital Partners
California
$3.9M
SFG
470
Sage Financial Group
Pennsylvania
$3.9M
SLT
471
St Louis Trust
Missouri
$3.86M
BWA
472
Beam Wealth Advisors
Louisiana
$3.84M
BB
473
Busey Bank
Illinois
$3.83M
OCM
474
One Capital Management
California
$3.78M
AWA
475
Aaron Wealth Advisors
Illinois
$3.77M