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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
FFO
601
Fiduciary Family Office
Florida
$2.34M
IAS
602
Insigneo Advisory Services
Florida
$2.34M
IFPG
603
Intrepid Financial Planning Group
Indiana
$2.32M
WS
604
Wedbush Securities
California
$2.32M
GI
605
GAMCO Investors
Connecticut
$2.31M
FFA
606
Founders Financial Alliance
North Carolina
$2.31M
HCM
607
HMS Capital Management
Tennessee
$2.31M
CA
608
CGN Advisors
Kansas
$2.3M
WDG
609
Wealth Dimensions Group
Ohio
$2.29M
AWA
610
Asempa Wealth Advisors
Louisiana
$2.29M
CNBT
611
Canandaigua National Bank & Trust
New York
$2.28M
MWA
612
Monograph Wealth Advisors
California
$2.23M
EWM
613
Evercore Wealth Management
New York
$2.23M
SPC
614
Spirepoint Private Client
Florida
$2.23M
EW
615
Evoke Wealth
California
$2.22M
CWA
616
CJM Wealth Advisers
Virginia
$2.22M
FWP
617
FAS Wealth Partners
Kansas
$2.21M
CWMP
618
Clarion Wealth Managment Partners
Virginia
$2.21M
IC
619
Iconiq Capital
California
$2.21M
ITG
620
Index Technologies Group
New York
$2.2M
OWA
621
One Wealth Advisors
California
$2.2M
MCM
622
Manchester Capital Management
Vermont
$2.2M
EIP
623
Epoch Investment Partners
New York
$2.19M
BAHL
624
BEACON ADVISORS HOLDINGS, LLC
Texas
$2.19M
NC
625
NovaPoint Capital
Georgia
$2.19M