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iShares Russell 1000 Value ETF

1,881 hedge funds and large institutions have $58B invested in iShares Russell 1000 Value ETF in 2025 Q4 according to their latest regulatory filings, with 231 funds opening new positions, 646 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: 1,7411,881 (+140)

2.47% more ownership

Funds ownership: 80.27%82.74% (+2.5%)

85% less call options, than puts

Call options by funds: $111M | Put options by funds: $738M

Holders
1,881
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
105
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
HFP
451
Holistic Financial Partners
Indiana
$4.19M
1WM
452
1900 Wealth Management
Texas
$4.15M
AIM
453
Acropolis Investment Management
Missouri
$4.14M
HIA
454
Harbor Investment Advisory
Maryland
$4.13M
SWA
455
Serenus Wealth Advisors
California
$4.11M
SWGC
456
Summit Wealth Group (Colorado)
Colorado
$4.11M
NS
457
NBC Securities
Alabama
$4.11M
FPAS
458
Focus Partners Advisor Solutions
Missouri
$4.1M
SCA
459
Stillwater Capital Advisors
Pennsylvania
$4.07M
BOJHT
460
Bank of Jackson Hole Trust
Wyoming
$4.07M
WIA
461
World Investment Advisors
California
$4.06M
Wellington Management Group
462
Wellington Management Group
Massachusetts
$4.05M
PA
463
Procyon Advisors
Connecticut
$4.02M
MCWS
464
McKinley Carter Wealth Services
West Virginia
$3.99M
IWA
465
Icon Wealth Advisors
Texas
$3.99M
DFS
466
Dixon Fnancial Services
California
$3.98M
FFG
467
Fiduciary Financial Group
California
$3.98M
PCG
468
Prosperity Consulting Group
Maryland
$3.96M
CAM
469
Carret Asset Management
New York
$3.95M
WP
470
Wealthspan Partners
Iowa
$3.95M
TAM
471
Tocqueville Asset Management
New York
$3.93M
GSWM
472
Golden State Wealth Management
California
$3.93M
FWMP
473
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$3.93M
ACP
474
Argyle Capital Partners
California
$3.9M
SFG
475
Sage Financial Group
Pennsylvania
$3.9M