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