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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
BEAM
1426
Baker Ellis Asset Management
Washington
$313K
EIP
1427
Easterly Investment Partners
Massachusetts
$312K
SWM
1428
Stockman Wealth Management
Montana
$310K
MPW
1429
MASECO Private Wealth
$310K
CPCM
1430
Cardinal Point Capital Management
Ontario, Canada
$307K
SFG
1431
SNS Financial Group
Minnesota
$306K
PC
1432
Permanens Capital
New York
$306K
PWP
1433
Principle Wealth Partners
Connecticut
$306K
LWM
1434
Liberty Wealth Management
California
$305K
MLL
1435
Moody Lynn & Lieberson
Massachusetts
$305K
FA
1436
Financial Alternatives
California
$302K
AFA
1437
Arlington Financial Advisors
California
$302K
KAM
1438
KEB Asset Management
Illinois
$301K
CAM
1439
Campion Asset Management
Virginia
$300K
PWM
1440
Praetorian Wealth Management
California
$300K
IA
1441
IFG Advisors
Missouri
$300K
VWM
1442
Verus Wealth Management
Wisconsin
$300K
SCM
1443
Sollinda Capital Management
Florida
$299K
WPW
1444
Watershed Private Wealth
Illinois
$299K
FFG
1445
Foundry Financial Group
New Hampshire
$299K
BFWM
1446
Bright Futures Wealth Management
New York
$298K
RGC
1447
Roberts, Glore & Co
Illinois
$298K
TCM
1448
Traynor Capital Management
Pennsylvania
$298K
WA
1449
WealthTrust Axiom
Pennsylvania
$297K
CIC
1450
Chilton Investment Company
Connecticut
$297K