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iShares Russell 1000 Value ETF

1,879 hedge funds and large institutions have $58B invested in iShares Russell 1000 Value ETF in 2025 Q4 according to their latest regulatory filings, with 230 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: 1,7401,879 (+139)

2.47% more ownership

Funds ownership: 80.26%82.73% (+2.5%)

85% less call options, than puts

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

Holders
1,879
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
104
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
DADC
376
D.A. Davidson & Co
Montana
$5.75M
AAM
377
Aureus Asset Management
Massachusetts
$5.73M
PCIA
378
Prime Capital Investment Advisors
Kansas
$5.61M
BAM
379
Berkshire Asset Management
Pennsylvania
$5.56M
IWM
380
IHT Wealth Management
Illinois
$5.55M
FWCM
381
Ferguson Wellman Capital Management
Oregon
$5.55M
PW
382
Potentia Wealth
California
$5.55M
VA
383
Valmark Advisers
Ohio
$5.49M
AWM
384
Aprio Wealth Management
Georgia
$5.48M
CB
385
Community Bank
New York
$5.44M
NCM
386
Next Capital Management
New York
$5.4M
HDIM
387
Hanson & Doremus Investment Management
Vermont
$5.4M
KA
388
KLCM Advisors
Wisconsin
$5.35M
SG Americas Securities
389
SG Americas Securities
New York
$5.34M
GVAG
390
Great Valley Advisor Group
Delaware
$5.3M
PAG
391
Paladin Advisory Group
Iowa
$5.26M
BBES
392
Buffalo Business & Estate Services
New York
$5.25M
SFA
393
Sequoia Financial Advisors
Ohio
$5.23M
JFG
394
JMG Financial Group
Illinois
$5.22M
AWA
395
Alta Wealth Advisors
Massachusetts
$5.19M
DPI
396
Diversified Portfolios Inc
Michigan
$5.17M
SFM
397
Signet Financial Management
New Jersey
$5.16M
NEPWA
398
New England Private Wealth Advisors
Massachusetts
$5.14M
ONB
399
Old National Bancorp
Indiana
$5.13M
CGL
400
Clarius Group LLC
Washington
$5.11M