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iShares Russell 1000 Value ETF

1,904 hedge funds and large institutions have $58B invested in iShares Russell 1000 Value ETF in 2025 Q4 according to their latest regulatory filings, with 243 funds opening new positions, 651 increasing their positions, 548 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: $ → $

9% more funds holding

Funds holding: 1,7501,904 (+154)

2.51% more ownership

Funds ownership: 80.29%82.79% (+2.5%)

85% less call options, than puts

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

Holders
1,904
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
108
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
EWA
1276
Evolution Wealth Advisors
Florida
$441K
CWS
1277
Cypress Wealth Services
California
$441K
FA
1278
Fiduciary Alliance
South Carolina
$440K
BA
1279
Ballew Advisors
Mississippi
$439K
LKWM
1280
Lee-Kelleher Wealth Management
Maryland
$438K
AWM
1281
Atticus Wealth Management
Florida
$437K
FNT
1282
First Nebraska Trust
Nebraska
$437K
BCMLT
1283
Beacon Capital Management LLC (Tennessee)
Tennessee
$434K
DDPIC
1284
Deroy & Devereaux Private Investment Counsel
Michigan
$433K
CCM
1285
Canal Capital Management
Virginia
$433K
RDWM
1286
Red Door Wealth Management
Tennessee
$432K
CA
1287
COFG Advisors
Illinois
$432K
LA
1288
LVW Advisors
New York
$430K
TSWM
1289
Triangle Securities Wealth Management
North Carolina
$429K
CST
1290
Charles Schwab Trust
Nevada
$428K
OFS
1291
Orrstown Financial Services
Pennsylvania
$428K
GG
1292
Greenwood Gearhart
Arkansas
$427K
PCA
1293
Providence Capital Advisors
North Carolina
$427K
AIA
1294
AssuredPartners Investment Advisors
Florida
$427K
AF
1295
ASL Financial
California
$425K
FNBT
1296
FineMark National Bank & Trust
Florida
$424K
CWM
1297
Curtis Wealth Management
Nevada
$422K
TWA
1298
Talisman Wealth Advisors
New Jersey
$421K
VCP
1299
Verus Capital Partners
Arizona
$419K
ME
1300
McIlrath & Eck
Washington
$418K