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iShares Russell 1000 Value ETF

1,904 hedge funds and large institutions have $58B invested in iShares Russell 1000 Value ETF in 2025 Q4 according to their latest regulatory filings, with 243 funds opening new positions, 651 increasing their positions, 548 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: 1,7501,904 (+154)

2.51% more ownership

Funds ownership: 80.29%82.79% (+2.5%)

85% less call options, than puts

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

Holders
1,904
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
108
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
FAM
376
Forte Asset Management
New York
$5.86M
UWPG
377
Ullmann Wealth Partners Group
Florida
$5.85M
PCMNC
378
Piedmont Capital Management (North Carolina)
North Carolina
$5.78M
SCM
379
SOL Capital Management
Maryland
$5.76M
DADC
380
D.A. Davidson & Co
Montana
$5.75M
AAM
381
Aureus Asset Management
Massachusetts
$5.73M
PCIA
382
Prime Capital Investment Advisors
Kansas
$5.61M
BAM
383
Berkshire Asset Management
Pennsylvania
$5.56M
IWM
384
IHT Wealth Management
Illinois
$5.55M
FWCM
385
Ferguson Wellman Capital Management
Oregon
$5.55M
PW
386
Potentia Wealth
California
$5.55M
VA
387
Valmark Advisers
Ohio
$5.49M
AWM
388
Aprio Wealth Management
Georgia
$5.48M
CB
389
Community Bank
New York
$5.44M
NCM
390
Next Capital Management
New York
$5.4M
HDIM
391
Hanson & Doremus Investment Management
Vermont
$5.4M
KA
392
KLCM Advisors
Wisconsin
$5.35M
SG Americas Securities
393
SG Americas Securities
New York
$5.34M
GVAG
394
Great Valley Advisor Group
Delaware
$5.3M
PAG
395
Paladin Advisory Group
Iowa
$5.26M
BBES
396
Buffalo Business & Estate Services
New York
$5.25M
SFA
397
Sequoia Financial Advisors
Ohio
$5.23M
JFG
398
JMG Financial Group
Illinois
$5.22M
AWA
399
Alta Wealth Advisors
Massachusetts
$5.19M
DPI
400
Diversified Portfolios Inc
Michigan
$5.17M