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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
SIAG
1901
Safeguard Investment Advisory Group
California
WWA
1902
Wingate Wealth Advisors
Massachusetts
SWIG
1903
Strategic Wealth Investment Group
Kentucky
LSIA
1904
LaSalle St. Investment Advisors
Illinois
Macquarie Group
1905
Macquarie Group
Australia
WW
1906
Winnow Wealth
Texas
JWM
1907
JPL Wealth Management
Colorado
GWSG
1908
GPS Wealth Strategies Group
Colorado
CCM
1909
Cloud Capital Management
Washington
HFS
1910
Hopwood Financial Services
Virginia
NC
1911
North Capital
Utah
GFWA
1912
Grey Fox Wealth Advisors
Delaware
TCM
1913
TruNorth Capital Management
Michigan
FFWM
1914
Future Financial Wealth Management
Ohio
MSG
1915
Main Street Group
Virginia
RWM
1916
RMG Wealth Management
Wisconsin
ATC
1917
Advantage Trust Company
Kansas
SCA
1918
Stuart Chaussee & Associates
California
PCM
1919
Perritt Capital Management
Illinois
RA
1920
Rise Advisors
New York
KA
1921
Kozak & Associates
Colorado
KHC
1922
Koesten Hirschmann & Crabtree
Kansas
BGC
1923
Beutel, Goodman & Co
Ontario, Canada
KWM
1924
Kiker Wealth Management
Georgia