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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
FNT
776
First National Trust
Pennsylvania
$1.43M
AFA
777
American Financial Advisors
Georgia
$1.43M
GC
778
Garde Capital
Washington
$1.42M
FHB
779
First Hawaiian Bank
Hawaii
$1.42M
EFG
780
Ethos Financial Group
Pennsylvania
$1.42M
LAS
781
LWM Advisory Services
Florida
$1.41M
FFC
782
Frederick Financial Consultants
Maryland
$1.41M
HWM
783
Horizon Wealth Management
Illinois
$1.4M
GWANC
784
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.4M
NG
785
Northstar Group
New York
$1.39M
BFS
786
Bradley Foster & Sargent
Connecticut
$1.39M
KF
787
Krilogy Financial
Missouri
$1.39M
FMWA
788
Forvis Mazars Wealth Advisors
Missouri
$1.39M
EWA
789
Exencial Wealth Advisors
Oklahoma
$1.38M
HPA
790
High Probability Advisors
New York
$1.38M
WA
791
Wealth Alliance
New York
$1.38M
DWM
792
Dakota Wealth Management
Florida
$1.37M
IAIM
793
International Assets Investment Management
Florida
$1.37M
V
794
VeraBank
Texas
$1.36M
CWA
795
Canvas Wealth Advisors
Kansas
$1.36M
ACM
796
Advisors Capital Management
New Jersey
$1.36M
VP
797
Verum Partners
North Carolina
$1.36M
B
798
Bailard
California
$1.36M
WIC
799
Whitegate Investment Counselors
New Hampshire
$1.34M
CWA
800
Cascade Wealth Advisors
Washington
$1.34M