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iShares Russell 1000 Value ETF

1,880 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, 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: 1,7411,880 (+139)

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
1,880
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
FWIA
1526
Fort Washington Investment Advisors
Ohio
$259K
PC
1527
Pecaut & Co
Iowa
$258K
FFS
1528
Founders Financial Securities
Maryland
$258K
WTA
1529
Washington Trust Advisors
Massachusetts
$258K
KBFS
1530
Kohmann Bosshard Financial Services
Ohio
$258K
BPFA
1531
Barnes Pettey Financial Advisors
Mississippi
$257K
UWM
1532
USAdvisors Wealth Management
Minnesota
$257K
GWM
1533
Greenhouse Wealth Management
Connecticut
$257K
AWAP
1534
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$256K
EWP
1535
Elevation Wealth Partners
California
$256K
SNBOSD
1536
Security National Bank of So Dak
Iowa
$255K
CC
1537
Commons Capital
Massachusetts
$255K
FRA
1538
Frank Rimerman Advisors
California
$254K
HWMC
1539
Heritage Wealth Management (California)
California
$254K
PWM
1540
Pines Wealth Management
North Carolina
$253K
TC
1541
Trilogy Capital
California
$253K
MTIC
1542
Missouri Trust & Investment Company
Missouri
$252K
TLFA
1543
True Link Financial Advisors
California
$251K
NAMM
1544
NorthStar Asset Management (Massachusetts)
Massachusetts
$250K
TFO
1545
Timonier Family Office
North Carolina
$250K
CAM
1546
Cozad Asset Management
Illinois
$250K
AFP
1547
Alpha Financial Partners
Kentucky
$248K
MGWA
1548
Monument Group Wealth Advisors
Massachusetts
$247K
ISFAN
1549
Investor's Fiduciary Advisor Network
Washington
$247K
1WA
1550
180 Wealth Advisors
Washington
$246K