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iShares Russell 1000 Value ETF

1,881 hedge funds and large institutions have $58B invested in iShares Russell 1000 Value ETF in 2025 Q4 according to their latest regulatory filings, with 231 funds opening new positions, 646 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: 1,7411,881 (+140)

2.47% more ownership

Funds ownership: 80.27%82.74% (+2.5%)

85% less call options, than puts

Call options by funds: $111M | Put options by funds: $738M

Holders
1,881
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
105
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
SHFA
1251
SC&H Financial Advisors
Maryland
$452K
GC
1252
Gibson Capital
Pennsylvania
$451K
SWM
1253
Sentinel Wealth Management
Virginia
$449K
RSEWM
1254
River's Edge Wealth Management
Pennsylvania
$449K
PWM
1255
Power Wealth Management
Georgia
$448K
WAM
1256
Weatherly Asset Management
California
$448K
PPL
1257
Planning Project LLC
Texas
$447K
BCG
1258
Bravias Capital Group
New Jersey
$446K
HG
1259
Harbor Group
New Hampshire
$445K
WH
1260
Willner & Heller
California
$444K
AAG
1261
Armstrong Advisory Group
Massachusetts
$444K
AA
1262
Advisory Alpha
Michigan
$443K
NAS
1263
NWF Advisory Services
California
$443K
EWA
1264
Evolution Wealth Advisors
Florida
$441K
CWS
1265
Cypress Wealth Services
California
$441K
FA
1266
Fiduciary Alliance
South Carolina
$440K
BA
1267
Ballew Advisors
Mississippi
$439K
LKWM
1268
Lee-Kelleher Wealth Management
Maryland
$438K
AWM
1269
Atticus Wealth Management
Florida
$437K
BCMLT
1270
Beacon Capital Management LLC (Tennessee)
Tennessee
$434K
DDPIC
1271
Deroy & Devereaux Private Investment Counsel
Michigan
$433K
CCM
1272
Canal Capital Management
Virginia
$433K
RDWM
1273
Red Door Wealth Management
Tennessee
$432K
CA
1274
COFG Advisors
Illinois
$432K
LA
1275
LVW Advisors
New York
$430K