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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
IFO
201
Independent Family Office
New York
$18.3M
GLA
202
Great Lakes Advisors
Illinois
$18.2M
NFW
203
Noble Family Wealth
Florida
$17.7M
BFG
204
Bleakley Financial Group
New Jersey
$17.4M
RFA
205
RTD Financial Advisors
Pennsylvania
$17.2M
WANY
206
Wealthspire Advisors (New York)
New York
$17M
HCC
207
Hirtle Callaghan & Co
Pennsylvania
$17M
GAM
208
Gotham Asset Management
New York
$17M
AP
209
Advisors Preferred
Maryland
$17M
VA
210
VestGen Advisors
Illinois
$16.4M
NF
211
Napier Financial
Massachusetts
$16.4M
LAM
212
Lyrical Asset Management
New York
$16.4M
MA
213
Montag & Associates
Georgia
$16.2M
NA
214
Nestegg Advisors
New York
$16.1M
AG
215
Ascent Group
Virginia
$15.9M
WJA
216
Willis Johnson & Associates
Texas
$15.8M
BCA
217
Bitterroot Capital Advisors
Montana
$15.2M
AC
218
Apella Capital
Connecticut
$15.1M
NCG
219
Newport Capital Group
New Jersey
$15M
BI
220
Ballast Inc
Kentucky
$14.9M
FCBT
221
First Citizens Bank & Trust
North Carolina
$14.8M
BM
222
Berman McAleer
Maryland
$14.7M
ACA
223
Anchor Capital Advisors
Massachusetts
$14.3M
WB
224
West Bancorporation
Iowa
$14.1M
GPW
225
Genesis Private Wealth
Virginia
$14M