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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
BFA
676
Benedict Financial Advisors
Georgia
$1.91M
KWA
677
Kingswood Wealth Advisors
California
$1.91M
MCA
678
Maryland Capital Advisors
Maryland
$1.89M
NLP
679
Next Level Private
New York
$1.88M
BWP
680
Burling Wealth Partners
Illinois
$1.86M
ASC
681
Atalanta Sosnoff Capital
New York
$1.86M
CAG
682
Centerpoint Advisory Group
Kansas
$1.85M
VWM
683
Vigil Wealth Management
Florida
$1.84M
USCWA
684
U.S. Capital Wealth Advisors
Texas
$1.84M
MWP
685
MYCIO Wealth Partners
Pennsylvania
$1.83M
BCWM
686
Bartlett & Co Wealth Management
Ohio
$1.82M
CPA
687
Capital Performance Advisors
California
$1.81M
AT
688
American Trust
Kentucky
$1.81M
PP
689
Prosperity Planning
Missouri
$1.81M
KWS
690
Keystone Wealth Services
California
$1.8M
ITIM
691
Indiana Trust & Investment Management
Indiana
$1.8M
AAS
692
Ameritas Advisory Services
Nebraska
$1.8M
ACM
693
Argent Capital Management
Missouri
$1.78M
CWM
694
Calamos Wealth Management
Illinois
$1.78M
BI
695
Breachway Investments
Rhode Island
$1.78M
GFP
696
Gryphon Financial Partners
Ohio
$1.78M
LGG
697
Luts & Greenleigh Group
Maryland
$1.77M
ML
698
McAdam LLC
Pennsylvania
$1.77M
GG
699
GenWealth Group
New Jersey
$1.77M
AA
700
AlphaCentric Advisors
Puerto Rico
$1.77M