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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
AA
501
Ancora Advisors
Ohio
$3.34M
VCA
502
Verdence Capital Advisors
Maryland
$3.34M
MFG
503
Magnus Financial Group
New York
$3.32M
GPFA
504
Game Plan Financial Advisors
Ohio
$3.32M
WWM
505
Western Wealth Management
Colorado
$3.32M
AWM
506
Axxcess Wealth Management
California
$3.29M
TDWM
507
Topel & Distasi Wealth Management
California
$3.28M
LCM
508
Logan Capital Management
Pennsylvania
$3.24M
CCM
509
Colorado Capital Management
Colorado
$3.23M
AIM
510
Allen Investment Management
New York
$3.19M
NAAA
511
New Age Alpha Advisors
New York
$3.19M
QWM
512
Quadcap Wealth Management
Texas
$3.19M
PFA
513
Pathway Financial Advisors
Vermont
$3.17M
MCM
514
Mainstream Capital Management
California
$3.16M
BIS
515
BG Investment Services
Guam
$3.15M
IA
516
Invested Advisors
Pennsylvania
$3.14M
NAM
517
NTV Asset Management
West Virginia
$3.14M
WWA
518
WCG Wealth Advisors
Nevada
$3.13M
DWP
519
Destiny Wealth Partners
Florida
$3.13M
AWM
520
AE Wealth Management
Kansas
$3.12M
Fisher Asset Management
521
Fisher Asset Management
Washington
$3.1M
DIA
522
Dana Investment Advisors
Wisconsin
$3.08M
BTW
523
Boston Trust Walden
Massachusetts
$3.08M
AI
524
Accredited Investors
Minnesota
$3.05M
CWM
525
ClientFirst Wealth Management
Arkansas
$3.05M