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iShares Russell 1000 Value ETF

1,878 hedge funds and large institutions have $57.9B invested in iShares Russell 1000 Value ETF in 2025 Q4 according to their latest regulatory filings, with 229 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: 1,7401,878 (+138)

2.45% more ownership

Funds ownership: 80.26%82.7% (+2.4%)

85% less call options, than puts

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

Holders
1,878
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
103
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
FA
1476
Fermata Advisors
California
$283K
TW
1477
TritonPoint Wealth
Maryland
$282K
KWM
1478
Keebeck Wealth Management
Illinois
$282K
EFP
1479
EnRich Financial Partners
Wisconsin
$282K
VDC
1480
Van Diest Capital
Iowa
$281K
MW
1481
Members Wealth
Pennsylvania
$281K
PFA
1482
Pillar Financial Advisors
Kentucky
$281K
EFN
1483
Equita Financial Network
Pennsylvania
$281K
SWMP
1484
Signature Wealth Management Partners
New Jersey
$279K
SA
1485
Sicart Associates
New York
$277K
LSA
1486
Lansing Street Advisors
Pennsylvania
$277K
CHAM
1487
Clear Harbor Asset Management
Connecticut
$277K
HR
1488
Howe & Rusling
New York
$276K
TWM
1489
Tanglewood Wealth Management
Texas
$276K
SF
1490
Symphony Financial
Texas
$275K
LFA
1491
Legacy Financial Advisors
Kentucky
$275K
RLIM
1492
Red Lighthouse Investment Management
New York
$275K
MWM
1493
MorganRosel Wealth Management
Colorado
$275K
KCA
1494
Kastel Capital Advisors
Massachusetts
$274K
LWM
1495
Lakeridge Wealth Management
Ohio
$273K
NWP
1496
NerdWallet Wealth Partners
New York
$272K
AFA
1497
Allium Financial Advisors
Oregon
$272K
GFA
1498
Gallagher Fiduciary Advisors
Illinois
$271K
CAL
1499
Capital Analysts LLC
Pennsylvania
$271K
MIM
1500
MTM Investment Management
South Carolina
$269K