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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
SWM
601
SilverOak Wealth Management
Minnesota
$2.38M
AWMS
602
Advocacy Wealth Management Services
Georgia
$2.35M
FFO
603
Fiduciary Family Office
Florida
$2.34M
IAS
604
Insigneo Advisory Services
Florida
$2.34M
IFPG
605
Intrepid Financial Planning Group
Indiana
$2.32M
WS
606
Wedbush Securities
California
$2.32M
GI
607
GAMCO Investors
Connecticut
$2.31M
FFA
608
Founders Financial Alliance
North Carolina
$2.31M
HCM
609
HMS Capital Management
Tennessee
$2.31M
CA
610
CGN Advisors
Kansas
$2.3M
WDG
611
Wealth Dimensions Group
Ohio
$2.29M
AWA
612
Asempa Wealth Advisors
Louisiana
$2.29M
CNBT
613
Canandaigua National Bank & Trust
New York
$2.28M
MWA
614
Monograph Wealth Advisors
California
$2.23M
EWM
615
Evercore Wealth Management
New York
$2.23M
SPC
616
Spirepoint Private Client
Florida
$2.23M
EW
617
Evoke Wealth
California
$2.22M
CWA
618
CJM Wealth Advisers
Virginia
$2.22M
FWP
619
FAS Wealth Partners
Kansas
$2.21M
CWMP
620
Clarion Wealth Managment Partners
Virginia
$2.21M
IC
621
Iconiq Capital
California
$2.21M
ITG
622
Index Technologies Group
New York
$2.2M
OWA
623
One Wealth Advisors
California
$2.2M
MCM
624
Manchester Capital Management
Vermont
$2.2M
EIP
625
Epoch Investment Partners
New York
$2.19M