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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
FFM
601
Forum Financial Management
Illinois
$2.38M
SWM
602
SilverOak Wealth Management
Minnesota
$2.38M
AWMS
603
Advocacy Wealth Management Services
Georgia
$2.35M
FFO
604
Fiduciary Family Office
Florida
$2.34M
IAS
605
Insigneo Advisory Services
Florida
$2.34M
IFPG
606
Intrepid Financial Planning Group
Indiana
$2.32M
WS
607
Wedbush Securities
California
$2.32M
GI
608
GAMCO Investors
Connecticut
$2.31M
FFA
609
Founders Financial Alliance
North Carolina
$2.31M
HCM
610
HMS Capital Management
Tennessee
$2.31M
CA
611
CGN Advisors
Kansas
$2.3M
WDG
612
Wealth Dimensions Group
Ohio
$2.29M
AWA
613
Asempa Wealth Advisors
Louisiana
$2.29M
CNBT
614
Canandaigua National Bank & Trust
New York
$2.28M
MWA
615
Monograph Wealth Advisors
California
$2.23M
EWM
616
Evercore Wealth Management
New York
$2.23M
SPC
617
Spirepoint Private Client
Florida
$2.23M
EW
618
Evoke Wealth
California
$2.22M
CWA
619
CJM Wealth Advisers
Virginia
$2.22M
FWP
620
FAS Wealth Partners
Kansas
$2.21M
CWMP
621
Clarion Wealth Managment Partners
Virginia
$2.21M
IC
622
Iconiq Capital
California
$2.21M
ITG
623
Index Technologies Group
New York
$2.2M
OWA
624
One Wealth Advisors
California
$2.2M
MCM
625
Manchester Capital Management
Vermont
$2.2M