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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
MWA
1126
Meridian Wealth Advisors
Texas
$601K
NCM
1127
NCM Capital Management
New Jersey
$599K
WP
1128
WealthPLAN Partners
Nebraska
$598K
PA
1129
PFG Advisors
Arizona
$597K
PWM
1130
Peak Wealth Management
New Hampshire
$597K
PW
1131
Pandora Wealth
Illinois
$595K
SFWC
1132
Strategic Family Wealth Counselors
New Jersey
$592K
MCP
1133
Mirador Capital Partners
California
$591K
SIA
1134
Soltis Investment Advisors
Utah
$590K
BEW
1135
Burton Enright Welch
California
$589K
SWM
1136
Stronghold Wealth Management
Florida
$586K
PWM
1137
Parkshore Wealth Management
California
$585K
RPGK
1138
Retirement Planning Group (Kansas)
Kansas
$584K
PS
1139
Principal Securities
Iowa
$583K
PFWA
1140
Paces Ferry Wealth Advisors
Georgia
$580K
BCM
1141
Buckhead Capital Management
Georgia
$578K
NRI
1142
NFP Retirement Inc
California
$578K
ABWM
1143
Alpine Bank Wealth Management
Colorado
$577K
CFA
1144
Cahill Financial Advisors
Minnesota
$577K
DJSG
1145
D.J. St. Germain
Massachusetts
$575K
AA
1146
Aire Advisors
California
$574K
BFPW
1147
BOK Financial Private Wealth
Colorado
$574K
GWA
1148
Genesis Wealth Advisors
Massachusetts
$571K
BFO
1149
Biltmore Family Office
North Carolina
$570K
SP
1150
SmartHarvest Portfolios
Washington
$570K