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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
HSBC Holdings
151
HSBC Holdings
United Kingdom
$29.8M
LCOV
152
London Company of Virginia
Virginia
$29.6M
WHG
153
Westwood Holdings Group
Texas
$29.2M
SC
154
Savant Capital
Illinois
$29.2M
SQA
155
Simon Quick Advisors
New Jersey
$29.1M
RWB
156
RMR Wealth Builders
New Jersey
$29.1M
NFG
157
Nadler Financial Group
Illinois
$29.1M
EIG
158
Ellenbecker Investment Group
Wisconsin
$28.3M
CA
159
Claro Advisors
Massachusetts
$27.3M
FAM
160
Flaharty Asset Management
Florida
$27M
NA
161
NewEdge Advisors
Louisiana
$26.6M
ANTB
162
AMG National Trust Bank
Colorado
$26.6M
CAL
163
Capital Advisors Ltd
Ohio
$26.6M
RWP
164
RWA Wealth Partners
Massachusetts
$26.4M
FHC
165
First Horizon Corporation
Tennessee
$26.1M
TA
166
TruWealth Advisors
Louisiana
$25.4M
LA
167
LWM Advisors
California
$24.7M
SA
168
Sylvest Advisors
Texas
$24.7M
WSFS
169
Wilmington Savings Fund Society
Delaware
$24.3M
SIM
170
Stratos Investment Management
Ohio
$24.3M
BCM
171
BTC Capital Management
Iowa
$24M
PA
172
PFW Advisors
Georgia
$24M
Neuberger Berman Group
173
Neuberger Berman Group
New York
$24M
Carson Wealth (CWM LLC)
174
Carson Wealth (CWM LLC)
Nebraska
$23.8M
RIM
175
Ryan Investment Management
Colorado
$23.1M