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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
MWM
701
Moran Wealth Management
Florida
$1.72M
BC
702
Barrett & Company
Rhode Island
$1.7M
FT
703
Fiduciary Trust
Massachusetts
$1.69M
CG
704
Clifford Group
Massachusetts
$1.69M
SVWAG
705
Sound View Wealth Advisors Group
Georgia
$1.68M
DK
706
David Kennon
Florida
$1.68M
HCM
707
Hamlin Capital Management
New York
$1.68M
BWMG
708
Bannerman Wealth Management Group
Texas
$1.68M
LF
709
Lantz Financial
Illinois
$1.67M
First Manhattan
710
First Manhattan
New York
$1.67M
Lord, Abbett & Co
711
Lord, Abbett & Co
New Jersey
$1.67M
AIM
712
Anchor Investment Management
South Carolina
$1.66M
CWM
713
Cooke Wealth Management
California
$1.65M
LGWM
714
Litman Gregory Wealth Management
California
$1.65M
GWWM
715
Great Waters Wealth Management
Minnesota
$1.65M
OP
716
ORG Partners
Indiana
$1.65M
NJIM
717
Nabity-Jensen Investment Management
Nebraska
$1.64M
BSSFA
718
Baron Silver Stevens Financial Advisors
Florida
$1.64M
JPG
719
Jordan Park Group
California
$1.64M
B
720
Bensler
Washington
$1.64M
SB
721
Strategic Blueprint
Georgia
$1.62M
DWM
722
Diversify Wealth Management
Utah
$1.62M
CFG
723
Cooper Financial Group
California
$1.62M
MAM
724
MMA Asset Management
Pennsylvania
$1.61M
KFI
725
Key Financial Inc
Pennsylvania
$1.61M