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iShares Russell 1000 Value ETF

1,904 hedge funds and large institutions have $58B invested in iShares Russell 1000 Value ETF in 2025 Q4 according to their latest regulatory filings, with 243 funds opening new positions, 651 increasing their positions, 548 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: $ → $

9% more funds holding

Funds holding: 1,7501,904 (+154)

2.51% more ownership

Funds ownership: 80.29%82.79% (+2.5%)

85% less call options, than puts

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

Holders
1,904
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
108
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
BHWM
1576
Beaird Harris Wealth Management
Texas
$240K
JTWM
1577
Jackson Thornton Wealth Management
Alabama
$240K
SWM
1578
SK Wealth Management
Rhode Island
$239K
FWA
1579
FSM Wealth Advisors
Ohio
$239K
MCA
1580
Millennium Capital Advisors
Arkansas
$239K
NFA
1581
Northern Financial Advisors
Michigan
$239K
AA
1582
Addison Advisors
Vermont
$238K
HAM
1583
Harmony Asset Management
Arizona
$238K
EFA
1584
Englebert Financial Advisers
Pennsylvania
$238K
CWM
1585
Collaborative Wealth Management
Florida
$237K
MNA
1586
Manning & Napier Advisors
New York
$237K
EGWAG
1587
Elwood & Goetz Wealth Advisory Group
Georgia
$236K
TFA
1588
TandemGrowth Financial Advisors
Georgia
$236K
IRP
1589
Investment Research Partners
Pennsylvania
$234K
CH
1590
CDKV Holdings
Colorado
$234K
TW
1591
Tempo Wealth
Ohio
$233K
IWS
1592
Insight Wealth Strategies
California
$232K
KCM
1593
Kathmere Capital Management
Pennsylvania
$232K
NL
1594
NVWM LLC
Pennsylvania
$231K
VFG
1595
V2 Financial group
Illinois
$231K
BWMG
1596
Barnes Wealth Management Group
California
$231K
BSA
1597
Braun Stacey Associates
New York
$231K
OPA
1598
Old Port Advisors
Maine
$231K
KL
1599
KilterHowling LLC
Colorado
$229K
SSW
1600
Stone Summit Wealth
Florida
$228K