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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
AIM
451
Acropolis Investment Management
Missouri
$4.14M
HIA
452
Harbor Investment Advisory
Maryland
$4.13M
SWA
453
Serenus Wealth Advisors
California
$4.11M
SWGC
454
Summit Wealth Group (Colorado)
Colorado
$4.11M
NS
455
NBC Securities
Alabama
$4.11M
FPAS
456
Focus Partners Advisor Solutions
Missouri
$4.1M
SCA
457
Stillwater Capital Advisors
Pennsylvania
$4.07M
BOJHT
458
Bank of Jackson Hole Trust
Wyoming
$4.07M
WIA
459
World Investment Advisors
California
$4.06M
Wellington Management Group
460
Wellington Management Group
Massachusetts
$4.05M
PA
461
Procyon Advisors
Connecticut
$4.02M
MCWS
462
McKinley Carter Wealth Services
West Virginia
$3.99M
IWA
463
Icon Wealth Advisors
Texas
$3.99M
DFS
464
Dixon Fnancial Services
California
$3.98M
FFG
465
Fiduciary Financial Group
California
$3.98M
PCG
466
Prosperity Consulting Group
Maryland
$3.96M
CAM
467
Carret Asset Management
New York
$3.95M
WP
468
Wealthspan Partners
Iowa
$3.95M
TAM
469
Tocqueville Asset Management
New York
$3.93M
GSWM
470
Golden State Wealth Management
California
$3.93M
FWMP
471
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$3.93M
ACP
472
Argyle Capital Partners
California
$3.9M
SFG
473
Sage Financial Group
Pennsylvania
$3.9M
SLT
474
St Louis Trust
Missouri
$3.86M
BWA
475
Beam Wealth Advisors
Louisiana
$3.84M