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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
CWM
526
ClientFirst Wealth Management
Arkansas
$3.05M
CWM
527
Castle Wealth Management
Florida
$3.03M
EWM
528
EPG Wealth Management
Georgia
$3.03M
JIC
529
Joel Isaacson & Co
New York
$3.03M
IAA
530
Ironsides Asset Advisors
North Carolina
$3.02M
RA
531
RFG Advisory
Alabama
$3.01M
SI
532
Saxon Interests
Texas
$3.01M
SWA
533
SOA Wealth Advisors
New York
$3.01M
AGP
534
Autumn Glory Partners
Texas
$3M
EAM
535
Evanson Asset Management
California
$2.99M
PIM
536
Pullen Investment Management
Florida
$2.98M
EWM
537
Evermay Wealth Management
Virginia
$2.97M
AI
538
Arvest Investments
Arkansas
$2.97M
QAM
539
Q3 Asset Management
Michigan
$2.96M
STA
540
Summit Trail Advisors
New York
$2.95M
FLPIM
541
F.L. Putnam Investment Management
Massachusetts
$2.94M
GJWM
542
Gilliland Jeter Wealth Management
Arkansas
$2.94M
BCM
543
Becker Capital Management
Oregon
$2.94M
EWM
544
Empirical Wealth Management
Washington
$2.93M
SB
545
SIG Brokerage
New York
$2.92M
SC
546
Sapient Capital
Indiana
$2.91M
CC
547
Courier Capital
New York
$2.89M
AWP
548
Ascent Wealth Partners
New York
$2.89M
SBWIC
549
Schaper Benz & Wise Investment Counsel
Wisconsin
$2.88M
CWA
550
Cornerstone Wealth Advisors
Minnesota
$2.88M