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iShares Russell 1000 Value ETF

1,864 hedge funds and large institutions have $57.7B invested in iShares Russell 1000 Value ETF in 2025 Q4 according to their latest regulatory filings, with 225 funds opening new positions, 642 increasing their positions, 544 reducing their positions, and 58 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: $ → $

7% more funds holding

Funds holding: 1,7381,864 (+126)

2.16% more ownership

Funds ownership: 80.26%82.41% (+2.2%)

85% less call options, than puts

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

Holders
1,864
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
GPFA
501
Game Plan Financial Advisors
Ohio
$3.32M
WWM
502
Western Wealth Management
Colorado
$3.32M
AWM
503
Axxcess Wealth Management
California
$3.29M
TDWM
504
Topel & Distasi Wealth Management
California
$3.28M
LCM
505
Logan Capital Management
Pennsylvania
$3.24M
CCM
506
Colorado Capital Management
Colorado
$3.23M
WIA
507
World Investment Advisors
California
$3.2M
AIM
508
Allen Investment Management
New York
$3.19M
NAAA
509
New Age Alpha Advisors
New York
$3.19M
QWM
510
Quadcap Wealth Management
Texas
$3.19M
PFA
511
Pathway Financial Advisors
Vermont
$3.17M
MCM
512
Mainstream Capital Management
California
$3.16M
BIS
513
BG Investment Services
Guam
$3.15M
IA
514
Invested Advisors
Pennsylvania
$3.14M
NAM
515
NTV Asset Management
West Virginia
$3.14M
WWA
516
WCG Wealth Advisors
Nevada
$3.13M
DWP
517
Destiny Wealth Partners
Florida
$3.13M
AWM
518
AE Wealth Management
Kansas
$3.12M
Fisher Asset Management
519
Fisher Asset Management
Washington
$3.1M
DIA
520
Dana Investment Advisors
Wisconsin
$3.08M
BTW
521
Boston Trust Walden
Massachusetts
$3.08M
AI
522
Accredited Investors
Minnesota
$3.05M
CWM
523
ClientFirst Wealth Management
Arkansas
$3.05M
CWM
524
Castle Wealth Management
Florida
$3.03M
EWM
525
EPG Wealth Management
Georgia
$3.03M