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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
HA
1226
Heartland Advisors
Wisconsin
$461K
SIC
1227
Salem Investment Counselors
North Carolina
$460K
RWM
1228
Rockwood Wealth Management
Pennsylvania
$459K
ICP
1229
Impact Capital Partners
Colorado
$459K
PPW
1230
Pasadena Private Wealth
California
$458K
WSWA
1231
Warren Street Wealth Advisors
California
$457K
HBWM
1232
Hollow Brook Wealth Management
New York
$456K
CA
1233
Centerpoint Advisors
Massachusetts
$456K
JGIA
1234
Jackson Grant Investment Advisers
Connecticut
$456K
PCTC
1235
Perkins Coie Trust Company
Washington
$455K
AWP
1236
Accretive Wealth Partners
New Jersey
$455K
MAS
1237
Meeder Advisory Services
Ohio
$454K
WEG
1238
World Equity Group
Illinois
$453K
GGS
1239
Galvin Gaustad & Stein
Arizona
$452K
TWP
1240
Triad Wealth Partners
Kansas
$452K
SHFA
1241
SC&H Financial Advisors
Maryland
$452K
GC
1242
Gibson Capital
Pennsylvania
$451K
SWM
1243
Sentinel Wealth Management
Virginia
$449K
RSEWM
1244
River's Edge Wealth Management
Pennsylvania
$449K
PWM
1245
Power Wealth Management
Georgia
$448K
WAM
1246
Weatherly Asset Management
California
$448K
PPL
1247
Planning Project LLC
Texas
$447K
BCG
1248
Bravias Capital Group
New Jersey
$446K
HG
1249
Harbor Group
New Hampshire
$445K
WH
1250
Willner & Heller
California
$444K