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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
HAFG
701
Hansen & Associates Financial Group
California
$1.73M
TCWA
702
Turtle Creek Wealth Advisors
Texas
$1.72M
EIA
703
Eldridge Investment Advisors
New Hampshire
$1.72M
MWM
704
Moran Wealth Management
Florida
$1.72M
BC
705
Barrett & Company
Rhode Island
$1.7M
FT
706
Fiduciary Trust
Massachusetts
$1.69M
CG
707
Clifford Group
Massachusetts
$1.69M
SVWAG
708
Sound View Wealth Advisors Group
Georgia
$1.68M
DK
709
David Kennon
Florida
$1.68M
HCM
710
Hamlin Capital Management
New York
$1.68M
BWMG
711
Bannerman Wealth Management Group
Texas
$1.68M
LF
712
Lantz Financial
Illinois
$1.67M
First Manhattan
713
First Manhattan
New York
$1.67M
Lord, Abbett & Co
714
Lord, Abbett & Co
New Jersey
$1.67M
AIM
715
Anchor Investment Management
South Carolina
$1.66M
CWM
716
Cooke Wealth Management
California
$1.65M
LGWM
717
Litman Gregory Wealth Management
California
$1.65M
GWWM
718
Great Waters Wealth Management
Minnesota
$1.65M
OP
719
ORG Partners
Indiana
$1.65M
NJIM
720
Nabity-Jensen Investment Management
Nebraska
$1.64M
BSSFA
721
Baron Silver Stevens Financial Advisors
Florida
$1.64M
JPG
722
Jordan Park Group
California
$1.64M
BFG
723
Beacon Financial Group
Texas
$1.64M
B
724
Bensler
Washington
$1.64M
SB
725
Strategic Blueprint
Georgia
$1.62M