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iShares Russell 1000 Value ETF

1,879 hedge funds and large institutions have $58B invested in iShares Russell 1000 Value ETF in 2025 Q4 according to their latest regulatory filings, with 230 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: 1,7401,879 (+139)

2.47% more ownership

Funds ownership: 80.26%82.73% (+2.5%)

85% less call options, than puts

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

Holders
1,879
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
104
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
LWCFA
701
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.74M
HAFG
702
Hansen & Associates Financial Group
California
$1.73M
TCWA
703
Turtle Creek Wealth Advisors
Texas
$1.72M
EIA
704
Eldridge Investment Advisors
New Hampshire
$1.72M
MWM
705
Moran Wealth Management
Florida
$1.72M
BC
706
Barrett & Company
Rhode Island
$1.7M
FT
707
Fiduciary Trust
Massachusetts
$1.69M
CG
708
Clifford Group
Massachusetts
$1.69M
SVWAG
709
Sound View Wealth Advisors Group
Georgia
$1.68M
DK
710
David Kennon
Florida
$1.68M
HCM
711
Hamlin Capital Management
New York
$1.68M
BWMG
712
Bannerman Wealth Management Group
Texas
$1.68M
LF
713
Lantz Financial
Illinois
$1.67M
First Manhattan
714
First Manhattan
New York
$1.67M
Lord, Abbett & Co
715
Lord, Abbett & Co
New Jersey
$1.67M
AIM
716
Anchor Investment Management
South Carolina
$1.66M
CWM
717
Cooke Wealth Management
California
$1.65M
LGWM
718
Litman Gregory Wealth Management
California
$1.65M
GWWM
719
Great Waters Wealth Management
Minnesota
$1.65M
OP
720
ORG Partners
Indiana
$1.65M
NJIM
721
Nabity-Jensen Investment Management
Nebraska
$1.64M
BSSFA
722
Baron Silver Stevens Financial Advisors
Florida
$1.64M
JPG
723
Jordan Park Group
California
$1.64M
BFG
724
Beacon Financial Group
Texas
$1.64M
B
725
Bensler
Washington
$1.64M