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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
IC
1351
Inscription Capital
Texas
$363K
RWM
1352
Riverbend Wealth Management
South Carolina
$362K
RRWA
1353
Rainey & Randall Wealth Advisors
Florida
$362K
HWP
1354
Highline Wealth Partners
California
$361K
FLP
1355
Financial Life Planners
Arizona
$360K
CCM
1356
Compass Capital Management
Minnesota
$360K
FPCG
1357
Forum Private Client Group
Indiana
$359K
EWA
1358
Emergent Wealth Advisors
New York
$359K
OLA
1359
Oliver Luxxe Assets
New Jersey
$354K
GWP
1360
Gateway Wealth Partners
Wisconsin
$354K
TH
1361
Team Hewins
California
$353K
FA
1362
Fountainhead AM
New Jersey
$350K
CPA
1363
Cathy Pareto & Associates
Florida
$350K
FMTCOCP
1364
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$350K
RG
1365
Rathbones Group
United Kingdom
$350K
ERWM
1366
Elk River Wealth Management
Colorado
$350K
EI
1367
EFG International
$349K
PRAG
1368
Portfolio Resources Advisor Group
Florida
$349K
APC
1369
Aspire Private Capital
North Carolina
$349K
SFS
1370
Sharp Financial Services
Pennsylvania
$349K
KMWM
1371
Keudell/Morrison Wealth Management
Oregon
$348K
WMP
1372
Wealth Management Partners
Arizona
$348K
Belvedere Trading
1373
Belvedere Trading
Illinois
$347K
FCAS
1374
First Command Advisory Services
Texas
$347K
SEEDPG
1375
S.E.E.D. Planning Group
New York
$347K