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iShares Russell 1000 Value ETF

1,904 hedge funds and large institutions have $58B invested in iShares Russell 1000 Value ETF in 2025 Q4 according to their latest regulatory filings, with 243 funds opening new positions, 651 increasing their positions, 548 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: $ → $

9% more funds holding

Funds holding: 1,7501,904 (+154)

2.51% more ownership

Funds ownership: 80.29%82.79% (+2.5%)

85% less call options, than puts

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

Holders
1,904
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
108
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
ZBNA
601
Zions Bancorporation, National Association
Utah
$2.46M
IA
602
IFC Advisors
California
$2.44M
IA
603
IFP Advisors
Florida
$2.43M
BFG
604
Baron Financial Group
New Jersey
$2.41M
OC
605
Oarsman Capital
Wisconsin
$2.38M
FFM
606
Forum Financial Management
Illinois
$2.38M
SWM
607
SilverOak Wealth Management
Minnesota
$2.38M
AWMS
608
Advocacy Wealth Management Services
Georgia
$2.35M
FFO
609
Fiduciary Family Office
Florida
$2.34M
IAS
610
Insigneo Advisory Services
Florida
$2.34M
IFPG
611
Intrepid Financial Planning Group
Indiana
$2.32M
WS
612
Wedbush Securities
California
$2.32M
GI
613
GAMCO Investors
Connecticut
$2.31M
FFA
614
Founders Financial Alliance
North Carolina
$2.31M
HCM
615
HMS Capital Management
Tennessee
$2.31M
CA
616
CGN Advisors
Kansas
$2.3M
WDG
617
Wealth Dimensions Group
Ohio
$2.29M
AWA
618
Asempa Wealth Advisors
Louisiana
$2.29M
CNBT
619
Canandaigua National Bank & Trust
New York
$2.28M
MWA
620
Monograph Wealth Advisors
California
$2.23M
EWM
621
Evercore Wealth Management
New York
$2.23M
SPC
622
Spirepoint Private Client
Florida
$2.23M
EW
623
Evoke Wealth
California
$2.22M
CWA
624
CJM Wealth Advisers
Virginia
$2.22M
FWP
625
FAS Wealth Partners
Kansas
$2.21M