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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
PWS
1476
Proactive Wealth Strategies
Georgia
$283K
FA
1477
Fermata Advisors
California
$283K
TW
1478
TritonPoint Wealth
Maryland
$282K
KWM
1479
Keebeck Wealth Management
Illinois
$282K
EFP
1480
EnRich Financial Partners
Wisconsin
$282K
VDC
1481
Van Diest Capital
Iowa
$281K
MW
1482
Members Wealth
Pennsylvania
$281K
PFA
1483
Pillar Financial Advisors
Kentucky
$281K
EFN
1484
Equita Financial Network
Pennsylvania
$281K
SWMP
1485
Signature Wealth Management Partners
New Jersey
$279K
SA
1486
Sicart Associates
New York
$277K
LSA
1487
Lansing Street Advisors
Pennsylvania
$277K
CHAM
1488
Clear Harbor Asset Management
Connecticut
$277K
HR
1489
Howe & Rusling
New York
$276K
TWM
1490
Tanglewood Wealth Management
Texas
$276K
SF
1491
Symphony Financial
Texas
$275K
LFA
1492
Legacy Financial Advisors
Kentucky
$275K
RLIM
1493
Red Lighthouse Investment Management
New York
$275K
MWM
1494
MorganRosel Wealth Management
Colorado
$275K
KCA
1495
Kastel Capital Advisors
Massachusetts
$274K
LWM
1496
Lakeridge Wealth Management
Ohio
$273K
NWP
1497
NerdWallet Wealth Partners
New York
$272K
AFA
1498
Allium Financial Advisors
Oregon
$272K
GFA
1499
Gallagher Fiduciary Advisors
Illinois
$271K
CAL
1500
Capital Analysts LLC
Pennsylvania
$271K