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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
WMWM
1451
Wilkins Miller Wealth Management
Alabama
$297K
GSC
1452
Ground Swell Capital
South Carolina
$297K
NWAG
1453
Net Worth Advisory Group
Utah
$295K
Wealthfront Advisers
1454
Wealthfront Advisers
California
$295K
MBTD
1455
Mechanics Bank - Trust Department
California
$294K
SIAS
1456
Summit Investment Advisory Services
Minnesota
$294K
OWA
1457
ORBA Wealth Advisors
Illinois
$294K
NQWM
1458
Northwest Quadrant Wealth Management
Oregon
$294K
GAM
1459
Gemmer Asset Management
California
$292K
CA
1460
Crumly & Associates
Illinois
$291K
CFP
1461
Catalyst Financial Partners
Massachusetts
$290K
SWM
1462
Selective Wealth Management
Virginia
$290K
FAM
1463
Formidable Asset Management
Ohio
$290K
GT
1464
GreatBanc Trust
Illinois
$290K
3IP
1465
3Chopt Investment Partners
Virginia
$290K
NB
1466
NBT Bank
New York
$289K
HPC
1467
HM Payson & Co
Maine
$287K
LI
1468
LifeWealth Investments
Florida
$287K
GBWM
1469
Granite Bay Wealth Management
New Hampshire
$287K
HGWM
1470
Horst & Graben Wealth Management
Oregon
$287K
CM
1471
Cornerstone Management
Georgia
$286K
BWM
1472
BCS Wealth Management
Tennessee
$286K
DCM
1473
Donaldson Capital Management
Indiana
$285K
SIC
1474
Sterling Investment Counsel
New York
$284K
PWS
1475
Proactive Wealth Strategies
Georgia
$283K