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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
BA
901
Bridgewater Advisors
New York
$1.06M
BFA
902
Beaumont Financial Advisors
Massachusetts
$1.05M
HC
903
Hoese & Co
Minnesota
$1.04M
SPC
904
Sigma Planning Corp
Michigan
$1.03M
SP
905
Symmetry Partners
Connecticut
$1.03M
EWA
906
Elevate Wealth Advisory
Georgia
$1.02M
NRC
907
New Republic Capital
North Carolina
$1.02M
NF
908
Nvest Financial
New Hampshire
$1.02M
WWP
909
Wise Wealth Partners
Arizona
$1.01M
JSSH
910
J. Safra Sarasin Holding
$1.01M
TFGT
911
TS Financial Group (TSFG)
Illinois
$1.01M
PMFA
912
Plante Moran Financial Advisors
Michigan
$1.01M
WCFA
913
Walkner Condon Financial Advisors
Wisconsin
$1M
AAS
914
Annex Advisory Services
Wisconsin
$1M
PG
915
Patten Group
Tennessee
$1,000K
BHBT
916
Burke & Herbert Bank & Trust
Virginia
$994K
BWL
917
Bogart Wealth LLC
Virginia
$994K
AWMM
918
Aegis Wealth Management (Maryland)
Maryland
$988K
HBW
919
Hazlett, Burt & Watson
West Virginia
$985K
RFP
920
Root Financial Partners
California
$983K
HSWS
921
Higgins & Schmidt Wealth Strategies
Colorado
$981K
WWM
922
Woodside Wealth Management
Massachusetts
$981K
RSWM
923
Robertson Stephens Wealth Management
California
$975K
MW
924
MBL Wealth
North Carolina
$975K
EL
925
ES4 LLC
California
$972K