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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
IWP
1676
IAG Wealth Partners
Wisconsin
$186K
BFP
1677
Birchwood Financial Partners
Minnesota
$185K
SIS
1678
Sound Income Strategies
Florida
$183K
MWA
1679
Medallion Wealth Advisors
Connecticut
$183K
NFSG
1680
Newbridge Financial Services Group
Florida
$183K
SWP
1681
Strategic Wealth Partners
Ohio
$182K
LBC
1682
Lowe Brockenbrough & Co
Virginia
$182K
W
1683
WealthCollab
Washington
$181K
SWP
1684
SIMA Wealth Partners
Virginia
$181K
CBT
1685
CoreFirst Bank & Trust
Kansas
$180K
KFP
1686
Kerr Financial Planning
California
$174K
POIA
1687
Pin Oak Investment Advisors
Texas
$169K
AIS
1688
Advocate Investing Services
Maryland
$168K
T
1689
TrustBank
Illinois
$168K
MSWA
1690
Marshall & Sterling Wealth Advisors
New York
$164K
DFC
1691
DB Fitzpatrick & Co
Idaho
$161K
MFT
1692
Moisand Fitzgerald Tamayo
Florida
$160K
CPG
1693
Cornerstone Planning Group
New Jersey
$160K
GWS
1694
Greykasell Wealth Strategies
California
$159K
CF
1695
Centaurus Financial
California
$158K
EPAM
1696
Evelyn Partners Asset Management
$157K
FPF
1697
First Pacific Financial
Washington
$156K
KFAS
1698
Keating Financial Advisory Services
Kansas
$156K
WWA
1699
Wealth Watch Advisors
Colorado
$154K
HBT
1700
Hills Bank & Trust
Iowa
$152K