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iShares Russell 1000 Value ETF

1,878 hedge funds and large institutions have $57.9B invested in iShares Russell 1000 Value ETF in 2025 Q4 according to their latest regulatory filings, with 229 funds opening new positions, 645 increasing their positions, 546 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: $ → $

8% more funds holding

Funds holding: 1,7401,878 (+138)

2.45% more ownership

Funds ownership: 80.26%82.7% (+2.4%)

85% less call options, than puts

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

Holders
1,878
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
IWA
1901
IBEX Wealth Advisors
New Jersey
RWP
1902
Ridgecrest Wealth Partners
California
EWM
1903
Echo Wealth Management
Minnesota
RWP
1904
Revolve Wealth Partners
New Jersey
ACM
1905
Andina Capital Management
Utah
PA
1906
Planning Alternatives
Michigan
GWM
1907
GSB Wealth Management
Connecticut
BST
1908
Bath Savings Trust
Maine
MWA
1909
Muirfield Wealth Advisors
North Carolina
LBC
1910
Leigh Baldwin & Co
New York
EA
1911
Everpar Advisors
Oklahoma
RIM
1912
Redwood Investment Management
Arizona
TFO
1913
Tarbox Family Office
California
TPWM
1914
Twelve Points Wealth Management
Massachusetts
SIAG
1915
Safeguard Investment Advisory Group
California
WWA
1916
Wingate Wealth Advisors
Massachusetts
SWIG
1917
Strategic Wealth Investment Group
Kentucky
LSIA
1918
LaSalle St. Investment Advisors
Illinois
Macquarie Group
1919
Macquarie Group
Australia
WW
1920
Winnow Wealth
Texas
JWM
1921
JPL Wealth Management
Colorado
GWSG
1922
GPS Wealth Strategies Group
Colorado
CCM
1923
Cloud Capital Management
Washington
HFS
1924
Hopwood Financial Services
Virginia
NC
1925
North Capital
Utah