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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
FFS
1526
Founders Financial Securities
Maryland
$258K
WTA
1527
Washington Trust Advisors
Massachusetts
$258K
KBFS
1528
Kohmann Bosshard Financial Services
Ohio
$258K
BPFA
1529
Barnes Pettey Financial Advisors
Mississippi
$257K
UWM
1530
USAdvisors Wealth Management
Minnesota
$257K
GWM
1531
Greenhouse Wealth Management
Connecticut
$257K
AWAP
1532
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$256K
EWP
1533
Elevation Wealth Partners
California
$256K
SNBOSD
1534
Security National Bank of So Dak
Iowa
$255K
CC
1535
Commons Capital
Massachusetts
$255K
FRA
1536
Frank Rimerman Advisors
California
$254K
HWMC
1537
Heritage Wealth Management (California)
California
$254K
PWM
1538
Pines Wealth Management
North Carolina
$253K
TC
1539
Trilogy Capital
California
$253K
MTIC
1540
Missouri Trust & Investment Company
Missouri
$252K
TLFA
1541
True Link Financial Advisors
California
$251K
NAMM
1542
NorthStar Asset Management (Massachusetts)
Massachusetts
$250K
TFO
1543
Timonier Family Office
North Carolina
$250K
CAM
1544
Cozad Asset Management
Illinois
$250K
AFP
1545
Alpha Financial Partners
Kentucky
$248K
MGWA
1546
Monument Group Wealth Advisors
Massachusetts
$247K
ISFAN
1547
Investor's Fiduciary Advisor Network
Washington
$247K
1WA
1548
180 Wealth Advisors
Washington
$246K
CRI
1549
Commonwealth Retirement Investments
Virginia
$245K
FAC
1550
Financial Advisory Corporation
Michigan
$245K