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iShares Russell 1000 Value ETF

1,879 hedge funds and large institutions have $58B invested in iShares Russell 1000 Value ETF in 2025 Q4 according to their latest regulatory filings, with 230 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: 1,7401,879 (+139)

2.47% more ownership

Funds ownership: 80.26%82.73% (+2.5%)

85% less call options, than puts

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

Holders
1,879
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
104
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
BWA
476
Beam Wealth Advisors
Louisiana
$3.84M
BB
477
Busey Bank
Illinois
$3.83M
OCM
478
One Capital Management
California
$3.78M
AWA
479
Aaron Wealth Advisors
Illinois
$3.77M
TPWA
480
TRUE Private Wealth Advisors
Oregon
$3.77M
EFS
481
Essex Financial Services
Connecticut
$3.75M
GF
482
Goodman Financial
Texas
$3.75M
PI
483
PineBridge Investments
New York
$3.74M
SCP
484
Seizert Capital Partners
Michigan
$3.7M
TFA
485
Tobias Financial Advisors
Florida
$3.61M
RFA
486
Resurgent Financial Advisors
Georgia
$3.6M
CWMK
487
Caliber Wealth Management (Kansas)
Kansas
$3.57M
FA
488
Flagstar Advisors
New York
$3.55M
AWM
489
Apollon Wealth Management
South Carolina
$3.5M
GI
490
GAMMA Investing
California
$3.48M
CIM
491
Cambria Investment Management
California
$3.48M
GBT
492
Grove Bank & Trust
Florida
$3.45M
TSW
493
Thompson Siegel & Walmsley
Virginia
$3.45M
ACA
494
Affinity Capital Advisors
California
$3.44M
AWM
495
Avior Wealth Management
Nebraska
$3.43M
OWM
496
Opes Wealth Management
California
$3.43M
IA
497
Integrity Alliance
Iowa
$3.43M
CSP
498
Cary Street Partners
Virginia
$3.42M
SW
499
Simplicity Wealth
New Jersey
$3.36M
TFCP
500
Twin Focus Capital Partners
Massachusetts
$3.35M