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iShares Russell 1000 Value ETF

1,898 hedge funds and large institutions have $58B invested in iShares Russell 1000 Value ETF in 2025 Q4 according to their latest regulatory filings, with 241 funds opening new positions, 650 increasing their positions, 547 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: 1,7461,898 (+152)

2.49% more ownership

Funds ownership: 80.27%82.77% (+2.5%)

85% less call options, than puts

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

Holders
1,898
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
106
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
FFA
1826
Frazier Financial Advisors
Ohio
$22.7K
FAI
1827
Fiduciary Advisors Inc
Missouri
$22.7K
PIS
1828
POM Investment Strategies
North Carolina
$22.3K
TSMHT
1829
Thurston Springer Miller Herd & Titak
Indiana
$22.3K
KG
1830
Kilter Group
New York
$21.8K
OSNBOA
1831
Old Second National Bank of Aurora
Illinois
$21K
DWS
1832
Dynamic Wealth Strategies
California
$21K
TC
1833
Truvestments Capital
Florida
$21K
CWIG
1834
Chung Wu Investment Group
Texas
$21K
CVM
1835
Cheviot Value Management
California
$20.8K
CTA
1836
Colonial Trust Advisors
South Carolina
$20.8K
WAG
1837
Wilkerson Advisory Group
Missouri
$20.7K
IF
1838
Integrity Financial
Wyoming
$20.4K
FMP
1839
Financial Management Professionals
Texas
$20.2K
FDW
1840
Fourth Dimension Wealth
Ohio
$19.1K
GWP
1841
Gen-Wealth Partners
Michigan
$18.3K
CFP
1842
Comprehensive Financial Planning
Pennsylvania
$17.9K
MWPCG
1843
Measured Wealth Private Client Group
New Hampshire
$16.2K
SGK
1844
Steigerwald Gordon & Koch
Virginia
$15.1K
CCM
1845
Chilton Capital Management
Texas
$14.7K
CSPIA
1846
Cary Street Partners Investment Advisory
Virginia
$14.1K
RMC
1847
Resources Management Corp
Connecticut
$14K
EA
1848
Evolution Advisers
Virginia
$14K
DWA
1849
Delos Wealth Advisors
Texas
$13.9K
VWWMG
1850
Vermillion & White Wealth Management Group
Pennsylvania
$13.7K