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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
LAS
776
LWM Advisory Services
Florida
$1.41M
FFC
777
Frederick Financial Consultants
Maryland
$1.41M
HWM
778
Horizon Wealth Management
Illinois
$1.4M
GWANC
779
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.4M
NG
780
Northstar Group
New York
$1.39M
BFS
781
Bradley Foster & Sargent
Connecticut
$1.39M
KF
782
Krilogy Financial
Missouri
$1.39M
FMWA
783
Forvis Mazars Wealth Advisors
Missouri
$1.39M
EWA
784
Exencial Wealth Advisors
Oklahoma
$1.38M
HPA
785
High Probability Advisors
New York
$1.38M
WA
786
Wealth Alliance
New York
$1.38M
DWM
787
Dakota Wealth Management
Florida
$1.37M
IAIM
788
International Assets Investment Management
Florida
$1.37M
V
789
VeraBank
Texas
$1.36M
CWA
790
Canvas Wealth Advisors
Kansas
$1.36M
ACM
791
Advisors Capital Management
New Jersey
$1.36M
VP
792
Verum Partners
North Carolina
$1.36M
B
793
Bailard
California
$1.36M
WIC
794
Whitegate Investment Counselors
New Hampshire
$1.34M
CWA
795
Cascade Wealth Advisors
Washington
$1.34M
MYIA
796
Mount Yale Investment Advisors
Colorado
$1.34M
CIA
797
Capital Investment Advisors
Georgia
$1.34M
HC
798
Hourglass Capital
Texas
$1.33M
AC
799
AlphaCore Capital
California
$1.33M
WIA
800
Wetzel Investment Advisors
Indiana
$1.33M