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iShares Russell 1000 Value ETF

1,861 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 224 funds opening new positions, 641 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: 1,7381,861 (+123)

2.15% more ownership

Funds ownership: 80.26%82.41% (+2.1%)

85% less call options, than puts

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

Holders
1,861
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
WAG
1801
Wilkerson Advisory Group
Missouri
$20.7K
IF
1802
Integrity Financial
Wyoming
$20.4K
FMP
1803
Financial Management Professionals
Texas
$20.2K
FDW
1804
Fourth Dimension Wealth
Ohio
$19.1K
GWP
1805
Gen-Wealth Partners
Michigan
$18.3K
CFP
1806
Comprehensive Financial Planning
Pennsylvania
$17.9K
MWPCG
1807
Measured Wealth Private Client Group
New Hampshire
$16.2K
SGK
1808
Steigerwald Gordon & Koch
Virginia
$15.1K
CCM
1809
Chilton Capital Management
Texas
$14.7K
CSPIA
1810
Cary Street Partners Investment Advisory
Virginia
$14.1K
RMC
1811
Resources Management Corp
Connecticut
$14K
EA
1812
Evolution Advisers
Virginia
$14K
DWA
1813
Delos Wealth Advisors
Texas
$13.9K
VWWMG
1814
Vermillion & White Wealth Management Group
Pennsylvania
$13.7K
HWM
1815
HighMark Wealth Management
Minnesota
$13K
MIA
1816
Milestone Investment Advisors
Wisconsin
$12.6K
OAJ
1817
Ogorek Anthony Joseph
New York
$12K
BWM
1818
Benson Wealth Management
Tennessee
$11.8K
NRG
1819
Nemes Rush Group
Michigan
$10.7K
VWA
1820
Valued Wealth Advisors
Utah
$10.5K
IFS
1821
Intelligent Financial Strategies
Minnesota
$10.5K
HNW
1822
High Note Wealth
Minnesota
$9.89K
PWA
1823
Physician Wealth Advisors
Utah
$9.69K
RA
1824
Ransom Advisory
Rhode Island
$9.46K
CFG
1825
Chapman Financial Group
Hawaii
$8.84K