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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
SP
901
Symmetry Partners
Connecticut
$1.03M
EWA
902
Elevate Wealth Advisory
Georgia
$1.02M
NRC
903
New Republic Capital
North Carolina
$1.02M
NF
904
Nvest Financial
New Hampshire
$1.02M
WWP
905
Wise Wealth Partners
Arizona
$1.01M
JSSH
906
J. Safra Sarasin Holding
$1.01M
TFGT
907
TS Financial Group (TSFG)
Illinois
$1.01M
PMFA
908
Plante Moran Financial Advisors
Michigan
$1.01M
VFS
909
Valpey Financial Services
New Hampshire
$1.01M
WCFA
910
Walkner Condon Financial Advisors
Wisconsin
$1M
AAS
911
Annex Advisory Services
Wisconsin
$1M
PG
912
Patten Group
Tennessee
$1,000K
BHBT
913
Burke & Herbert Bank & Trust
Virginia
$994K
BWL
914
Bogart Wealth LLC
Virginia
$994K
AWMM
915
Aegis Wealth Management (Maryland)
Maryland
$988K
HBW
916
Hazlett, Burt & Watson
West Virginia
$985K
RFP
917
Root Financial Partners
California
$983K
HSWS
918
Higgins & Schmidt Wealth Strategies
Colorado
$981K
WWM
919
Woodside Wealth Management
Massachusetts
$981K
RSWM
920
Robertson Stephens Wealth Management
California
$975K
MW
921
MBL Wealth
North Carolina
$975K
EL
922
ES4 LLC
California
$972K
FBT
923
First Bank & Trust
South Dakota
$969K
DAS
924
Daybright Advisory Services
Florida
$968K
RVM
925
Robinson Value Management
Texas
$965K