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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
FBFS
101
First Business Financial Services
Wisconsin
$55.2M
Bank of Montreal
102
Bank of Montreal
Ontario, Canada
$53.1M
William Blair & Company
103
William Blair & Company
Illinois
$52.3M
BGIM
104
Brandywine Global Investment Management
Pennsylvania
$51M
N
105
Nuveen
North Carolina
$50.4M
CI
106
CX Institutional
Indiana
$49.7M
HWM
107
HB Wealth Management
Georgia
$49.4M
WRTC
108
Wind River Trust Company
Wyoming
$49.2M
OAM
109
Oppenheimer Asset Management
New York
$47.9M
LEA
110
Legacy Edge Advisors
New York
$47.9M
CFO
111
Callan Family Office
Pennsylvania
$47.8M
MWM
112
Mission Wealth Management
California
$46.7M
CFM
113
Comprehensive Financial Management
California
$44.2M
Mercer Global Advisors
114
Mercer Global Advisors
Colorado
$43.9M
G
115
Gainplan
Michigan
$43.8M
RZH
116
Relyea Zuckerberg Hanson
Connecticut
$43.7M
AP
117
Americana Partners
Texas
$43.6M
CIBC Private Wealth Group
118
CIBC Private Wealth Group
Georgia
$41.1M
Massachusetts Financial Services
119
Massachusetts Financial Services
Massachusetts
$40.1M
KPWS
120
Kestra Private Wealth Services
Texas
$39.9M
CIAS
121
CFS Investment Advisory Services
New Jersey
$39M
PFS
122
Prospera Financial Services
Texas
$38.9M
KAS
123
Kestra Advisory Services
Texas
$38M
Lido Advisors
124
Lido Advisors
California
$37.8M
CIA
125
Concurrent Investment Advisors
Florida
$37.7M