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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
GD
1651
Grandfield & Dodd
New York
$201K
PGAM
1652
Princeton Global Asset Management
New Jersey
$201K
TWC
1653
TD Waterhouse Canada
Ontario, Canada
$201K
SA
1654
Seneschal Advisors
Washington
$200K
GFL
1655
Granite FO LLC
New Hampshire
$192K
CWM
1656
Copia Wealth Management
Oregon
$191K
WBC
1657
West Branch Capital
Massachusetts
$189K
IWP
1658
IAG Wealth Partners
Wisconsin
$186K
BFP
1659
Birchwood Financial Partners
Minnesota
$185K
SIS
1660
Sound Income Strategies
Florida
$183K
NFSG
1661
Newbridge Financial Services Group
Florida
$183K
LBC
1662
Lowe Brockenbrough & Co
Virginia
$182K
W
1663
WealthCollab
Washington
$181K
CBT
1664
CoreFirst Bank & Trust
Kansas
$180K
KFP
1665
Kerr Financial Planning
California
$174K
POIA
1666
Pin Oak Investment Advisors
Texas
$169K
T
1667
TrustBank
Illinois
$168K
AIS
1668
Advocate Investing Services
Maryland
$168K
MSWA
1669
Marshall & Sterling Wealth Advisors
New York
$164K
DFC
1670
DB Fitzpatrick & Co
Idaho
$161K
MFT
1671
Moisand Fitzgerald Tamayo
Florida
$160K
CPG
1672
Cornerstone Planning Group
New Jersey
$160K
GWS
1673
Greykasell Wealth Strategies
California
$159K
CF
1674
Centaurus Financial
California
$158K
EPAM
1675
Evelyn Partners Asset Management
$157K