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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
FDCP
651
Foster Dykema Cabot & Partners
Massachusetts
$2.05M
ARG
652
Advisory Resource Group
Oklahoma
$2.05M
MSWM
653
McGlone Suttner Wealth Management
Wisconsin
$2.05M
IP
654
Indivisible Partners
Florida
$2.04M
SC
655
Steph & Co
Wisconsin
$2.02M
VFP
656
Verus Financial Partners
Virginia
$2.02M
SWA
657
Sax Wealth Advisors
New Jersey
$2.01M
QWP
658
Quotient Wealth Partners
Texas
$2.01M
VCP
659
Vista Capital Partners
Oregon
$1.99M
RLWM
660
RF&L Wealth Management
Massachusetts
$1.98M
PFM
661
Phillips Financial Management
Indiana
$1.96M
GWM
662
Geneos Wealth Management
Colorado
$1.95M
TNA
663
True North Advisors
Texas
$1.93M
SCI
664
Stableford Capital II
Arizona
$1.93M
TAM
665
Titleist Asset Management
Texas
$1.92M
AP
666
Anchyra Partners
Georgia
$1.91M
BFA
667
Benedict Financial Advisors
Georgia
$1.91M
KWA
668
Kingswood Wealth Advisors
California
$1.91M
MCA
669
Maryland Capital Advisors
Maryland
$1.89M
NLP
670
Next Level Private
New York
$1.88M
BWP
671
Burling Wealth Partners
Illinois
$1.86M
ASC
672
Atalanta Sosnoff Capital
New York
$1.86M
CAG
673
Centerpoint Advisory Group
Kansas
$1.85M
VWM
674
Vigil Wealth Management
Florida
$1.84M
USCWA
675
U.S. Capital Wealth Advisors
Texas
$1.84M