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iShares Russell 1000 Value ETF

1,881 hedge funds and large institutions have $58B invested in iShares Russell 1000 Value ETF in 2025 Q4 according to their latest regulatory filings, with 231 funds opening new positions, 646 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: 1,7411,881 (+140)

2.47% more ownership

Funds ownership: 80.27%82.74% (+2.5%)

85% less call options, than puts

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

Holders
1,881
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
105
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
SCM
376
SOL Capital Management
Maryland
$5.76M
DADC
377
D.A. Davidson & Co
Montana
$5.75M
AAM
378
Aureus Asset Management
Massachusetts
$5.73M
PCIA
379
Prime Capital Investment Advisors
Kansas
$5.61M
BAM
380
Berkshire Asset Management
Pennsylvania
$5.56M
IWM
381
IHT Wealth Management
Illinois
$5.55M
FWCM
382
Ferguson Wellman Capital Management
Oregon
$5.55M
PW
383
Potentia Wealth
California
$5.55M
VA
384
Valmark Advisers
Ohio
$5.49M
AWM
385
Aprio Wealth Management
Georgia
$5.48M
CB
386
Community Bank
New York
$5.44M
NCM
387
Next Capital Management
New York
$5.4M
HDIM
388
Hanson & Doremus Investment Management
Vermont
$5.4M
KA
389
KLCM Advisors
Wisconsin
$5.35M
SG Americas Securities
390
SG Americas Securities
New York
$5.34M
GVAG
391
Great Valley Advisor Group
Delaware
$5.3M
PAG
392
Paladin Advisory Group
Iowa
$5.26M
BBES
393
Buffalo Business & Estate Services
New York
$5.25M
SFA
394
Sequoia Financial Advisors
Ohio
$5.23M
JFG
395
JMG Financial Group
Illinois
$5.22M
AWA
396
Alta Wealth Advisors
Massachusetts
$5.19M
DPI
397
Diversified Portfolios Inc
Michigan
$5.17M
SFM
398
Signet Financial Management
New Jersey
$5.16M
NEPWA
399
New England Private Wealth Advisors
Massachusetts
$5.14M
ONB
400
Old National Bancorp
Indiana
$5.13M