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iShares Russell 1000 Value ETF

1,904 hedge funds and large institutions have $58B invested in iShares Russell 1000 Value ETF in 2025 Q4 according to their latest regulatory filings, with 243 funds opening new positions, 651 increasing their positions, 548 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: $ → $

9% more funds holding

Funds holding: 1,7501,904 (+154)

2.51% more ownership

Funds ownership: 80.29%82.79% (+2.5%)

85% less call options, than puts

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

Holders
1,904
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
108
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
Legal & General Group
451
Legal & General Group
United Kingdom
$4.25M
PWM
452
Perigon Wealth Management
California
$4.25M
HCMT
453
Highland Capital Management (Tennessee)
Tennessee
$4.19M
HFP
454
Holistic Financial Partners
Indiana
$4.19M
1WM
455
1900 Wealth Management
Texas
$4.15M
AIM
456
Acropolis Investment Management
Missouri
$4.14M
HIA
457
Harbor Investment Advisory
Maryland
$4.13M
SWA
458
Serenus Wealth Advisors
California
$4.11M
SWGC
459
Summit Wealth Group (Colorado)
Colorado
$4.11M
NS
460
NBC Securities
Alabama
$4.11M
FPAS
461
Focus Partners Advisor Solutions
Missouri
$4.1M
SCA
462
Stillwater Capital Advisors
Pennsylvania
$4.07M
BOJHT
463
Bank of Jackson Hole Trust
Wyoming
$4.07M
WIA
464
World Investment Advisors
California
$4.06M
Wellington Management Group
465
Wellington Management Group
Massachusetts
$4.05M
PA
466
Procyon Advisors
Connecticut
$4.02M
MCWS
467
McKinley Carter Wealth Services
West Virginia
$3.99M
IWA
468
Icon Wealth Advisors
Texas
$3.99M
DFS
469
Dixon Fnancial Services
California
$3.98M
FFG
470
Fiduciary Financial Group
California
$3.98M
PCG
471
Prosperity Consulting Group
Maryland
$3.96M
CAM
472
Carret Asset Management
New York
$3.95M
WP
473
Wealthspan Partners
Iowa
$3.95M
TAM
474
Tocqueville Asset Management
New York
$3.93M
GSWM
475
Golden State Wealth Management
California
$3.93M