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iShares Russell 1000 Value ETF

1,864 hedge funds and large institutions have $57.7B invested in iShares Russell 1000 Value ETF in 2025 Q4 according to their latest regulatory filings, with 225 funds opening new positions, 642 increasing their positions, 544 reducing their positions, and 58 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: $ → $

7% more funds holding

Funds holding: 1,7381,864 (+126)

2.16% more ownership

Funds ownership: 80.26%82.41% (+2.2%)

85% less call options, than puts

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

Holders
1,864
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
CWIG
1801
Chung Wu Investment Group
Texas
$21K
CVM
1802
Cheviot Value Management
California
$20.8K
CTA
1803
Colonial Trust Advisors
South Carolina
$20.8K
WAG
1804
Wilkerson Advisory Group
Missouri
$20.7K
IF
1805
Integrity Financial
Wyoming
$20.4K
FMP
1806
Financial Management Professionals
Texas
$20.2K
FDW
1807
Fourth Dimension Wealth
Ohio
$19.1K
GWP
1808
Gen-Wealth Partners
Michigan
$18.3K
CFP
1809
Comprehensive Financial Planning
Pennsylvania
$17.9K
MWPCG
1810
Measured Wealth Private Client Group
New Hampshire
$16.2K
SGK
1811
Steigerwald Gordon & Koch
Virginia
$15.1K
CCM
1812
Chilton Capital Management
Texas
$14.7K
CSPIA
1813
Cary Street Partners Investment Advisory
Virginia
$14.1K
RMC
1814
Resources Management Corp
Connecticut
$14K
EA
1815
Evolution Advisers
Virginia
$14K
DWA
1816
Delos Wealth Advisors
Texas
$13.9K
VWWMG
1817
Vermillion & White Wealth Management Group
Pennsylvania
$13.7K
HWM
1818
HighMark Wealth Management
Minnesota
$13K
MIA
1819
Milestone Investment Advisors
Wisconsin
$12.6K
OAJ
1820
Ogorek Anthony Joseph
New York
$12K
BWM
1821
Benson Wealth Management
Tennessee
$11.8K
NRG
1822
Nemes Rush Group
Michigan
$10.7K
VWA
1823
Valued Wealth Advisors
Utah
$10.5K
IFS
1824
Intelligent Financial Strategies
Minnesota
$10.5K
HNW
1825
High Note Wealth
Minnesota
$9.89K