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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
TCM
901
Tassel Capital Management
North Carolina
$1.06M
BA
902
Bridgewater Advisors
New York
$1.06M
BFA
903
Beaumont Financial Advisors
Massachusetts
$1.05M
HC
904
Hoese & Co
Minnesota
$1.04M
SPC
905
Sigma Planning Corp
Michigan
$1.03M
SP
906
Symmetry Partners
Connecticut
$1.03M
EWA
907
Elevate Wealth Advisory
Georgia
$1.02M
NRC
908
New Republic Capital
North Carolina
$1.02M
NF
909
Nvest Financial
New Hampshire
$1.02M
WWP
910
Wise Wealth Partners
Arizona
$1.01M
JSSH
911
J. Safra Sarasin Holding
$1.01M
TFGT
912
TS Financial Group (TSFG)
Illinois
$1.01M
PMFA
913
Plante Moran Financial Advisors
Michigan
$1.01M
WCFA
914
Walkner Condon Financial Advisors
Wisconsin
$1M
AAS
915
Annex Advisory Services
Wisconsin
$1M
PG
916
Patten Group
Tennessee
$1,000K
BHBT
917
Burke & Herbert Bank & Trust
Virginia
$994K
BWL
918
Bogart Wealth LLC
Virginia
$994K
AWMM
919
Aegis Wealth Management (Maryland)
Maryland
$988K
HBW
920
Hazlett, Burt & Watson
West Virginia
$985K
RFP
921
Root Financial Partners
California
$983K
HSWS
922
Higgins & Schmidt Wealth Strategies
Colorado
$981K
WWM
923
Woodside Wealth Management
Massachusetts
$981K
RSWM
924
Robertson Stephens Wealth Management
California
$975K
MW
925
MBL Wealth
North Carolina
$975K