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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
SG
1551
Sharper & Granite
California
$244K
FWP
1552
Falcon Wealth Planning
California
$244K
NG
1553
Novem Group
New York
$243K
LCGC
1554
Legacy Capital Group California
California
$242K
SAM
1555
SP Asset Management
California
$242K
PP
1556
Patten & Patten
Tennessee
$242K
LWAM
1557
Legacy Wealth Asset Management
Minnesota
$241K
PIMG
1558
Patriot Investment Management Group
Tennessee
$241K
BHWM
1559
Beaird Harris Wealth Management
Texas
$240K
JTWM
1560
Jackson Thornton Wealth Management
Alabama
$240K
SWM
1561
SK Wealth Management
Rhode Island
$239K
FWA
1562
FSM Wealth Advisors
Ohio
$239K
MCA
1563
Millennium Capital Advisors
Arkansas
$239K
NFA
1564
Northern Financial Advisors
Michigan
$239K
AA
1565
Addison Advisors
Vermont
$238K
HAM
1566
Harmony Asset Management
Arizona
$238K
EFA
1567
Englebert Financial Advisers
Pennsylvania
$238K
CWM
1568
Collaborative Wealth Management
Florida
$237K
MNA
1569
Manning & Napier Advisors
New York
$237K
EGWAG
1570
Elwood & Goetz Wealth Advisory Group
Georgia
$236K
TFA
1571
TandemGrowth Financial Advisors
Georgia
$236K
IRP
1572
Investment Research Partners
Pennsylvania
$234K
CH
1573
CDKV Holdings
Colorado
$234K
TW
1574
Tempo Wealth
Ohio
$233K
IWS
1575
Insight Wealth Strategies
California
$232K