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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
LC
76
Landaas & Company
Wisconsin
$76.8M
MWM
77
Modera Wealth Management
New Jersey
$76.7M
EH
78
Equitable Holdings
New York
$76.2M
MCM
79
MV Capital Management
Maryland
$76.2M
MCM
80
MAI Capital Management
Ohio
$76.2M
SG
81
StoneX Group
New York
$75.2M
Thrivent Financial for Lutherans
82
Thrivent Financial for Lutherans
Minnesota
$71.7M
PAG
83
Private Advisor Group
New Jersey
$70.7M
MGIA
84
Moneta Group Investment Advisors
Missouri
$69.3M
Janney Montgomery Scott
85
Janney Montgomery Scott
Pennsylvania
$68.6M
AF
86
Allworth Financial
California
$67.4M
SPIA
87
Steward Partners Investment Advisory
New York
$65.2M
EWA
88
EP Wealth Advisors
California
$64.9M
CP
89
Covenant Partners
Tennessee
$64.8M
ZIM
90
Zacks Investment Management
Illinois
$64M
CAM
91
Cresset Asset Management
Illinois
$62.7M
BPWM
92
Badgley Phelps Wealth Managers
Washington
$59.8M
American Century Companies
93
American Century Companies
Missouri
$59.4M
Fifth Third Bancorp
94
Fifth Third Bancorp
Ohio
$59.1M
WA
95
Waverly Advisors
Alabama
$59.1M
Boston Partners
96
Boston Partners
Massachusetts
$58.4M
OSAM
97
O'Shaughnessy Asset Management
Connecticut
$57.9M
PWM
98
Paulson Wealth Management
Illinois
$56.9M
BIM
99
Bridges Investment Management
Nebraska
$56.3M
SAS
100
SMI Advisory Services
Indiana
$55.5M