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iShares Russell 1000 Value ETF

1,904 hedge funds and large institutions have $58B invested in iShares Russell 1000 Value ETF in 2025 Q4 according to their latest regulatory filings, with 243 funds opening new positions, 651 increasing their positions, 548 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: $ → $

9% more funds holding

Funds holding: 1,7501,904 (+154)

2.51% more ownership

Funds ownership: 80.29%82.79% (+2.5%)

85% less call options, than puts

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

Holders
1,904
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
108
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
FWMP
476
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$3.93M
ACP
477
Argyle Capital Partners
California
$3.9M
SFG
478
Sage Financial Group
Pennsylvania
$3.9M
SLT
479
St Louis Trust
Missouri
$3.86M
BWA
480
Beam Wealth Advisors
Louisiana
$3.84M
BB
481
Busey Bank
Illinois
$3.83M
OCM
482
One Capital Management
California
$3.78M
AWA
483
Aaron Wealth Advisors
Illinois
$3.77M
TPWA
484
TRUE Private Wealth Advisors
Oregon
$3.77M
EFS
485
Essex Financial Services
Connecticut
$3.75M
GF
486
Goodman Financial
Texas
$3.75M
PI
487
PineBridge Investments
New York
$3.74M
SCP
488
Seizert Capital Partners
Michigan
$3.7M
NPT
489
National Philanthropic Trust
Pennsylvania
$3.65M
TFA
490
Tobias Financial Advisors
Florida
$3.61M
RFA
491
Resurgent Financial Advisors
Georgia
$3.6M
CWMK
492
Caliber Wealth Management (Kansas)
Kansas
$3.57M
FA
493
Flagstar Advisors
New York
$3.55M
AWM
494
Apollon Wealth Management
South Carolina
$3.5M
GI
495
GAMMA Investing
California
$3.48M
CIM
496
Cambria Investment Management
California
$3.48M
GBT
497
Grove Bank & Trust
Florida
$3.45M
TSW
498
Thompson Siegel & Walmsley
Virginia
$3.45M
ACA
499
Affinity Capital Advisors
California
$3.44M
AWM
500
Avior Wealth Management
Nebraska
$3.43M