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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
BAM
376
Berkshire Asset Management
Pennsylvania
$5.56M
IWM
377
IHT Wealth Management
Illinois
$5.55M
FWCM
378
Ferguson Wellman Capital Management
Oregon
$5.55M
PW
379
Potentia Wealth
California
$5.55M
VA
380
Valmark Advisers
Ohio
$5.49M
AWM
381
Aprio Wealth Management
Georgia
$5.48M
CB
382
Community Bank
New York
$5.44M
NCM
383
Next Capital Management
New York
$5.4M
HDIM
384
Hanson & Doremus Investment Management
Vermont
$5.4M
KA
385
KLCM Advisors
Wisconsin
$5.35M
SG Americas Securities
386
SG Americas Securities
New York
$5.34M
GVAG
387
Great Valley Advisor Group
Delaware
$5.3M
PAG
388
Paladin Advisory Group
Iowa
$5.26M
BBES
389
Buffalo Business & Estate Services
New York
$5.25M
SFA
390
Sequoia Financial Advisors
Ohio
$5.23M
JFG
391
JMG Financial Group
Illinois
$5.22M
AWA
392
Alta Wealth Advisors
Massachusetts
$5.19M
DPI
393
Diversified Portfolios Inc
Michigan
$5.17M
SFM
394
Signet Financial Management
New Jersey
$5.16M
NEPWA
395
New England Private Wealth Advisors
Massachusetts
$5.14M
ONB
396
Old National Bancorp
Indiana
$5.13M
CGL
397
Clarius Group LLC
Washington
$5.11M
HWA
398
Hillcrest Wealth Advisors
New Jersey
$5.1M
CG
399
Caprock Group
Idaho
$5.09M
BIAS
400
Beacon Investment Advisory Services
New Jersey
$5.09M