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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
AAM
376
Aureus Asset Management
Massachusetts
$5.73M
PCIA
377
Prime Capital Investment Advisors
Kansas
$5.61M
BAM
378
Berkshire Asset Management
Pennsylvania
$5.56M
IWM
379
IHT Wealth Management
Illinois
$5.55M
FWCM
380
Ferguson Wellman Capital Management
Oregon
$5.55M
PW
381
Potentia Wealth
California
$5.55M
VA
382
Valmark Advisers
Ohio
$5.49M
AWM
383
Aprio Wealth Management
Georgia
$5.48M
CB
384
Community Bank
New York
$5.44M
NCM
385
Next Capital Management
New York
$5.4M
HDIM
386
Hanson & Doremus Investment Management
Vermont
$5.4M
KA
387
KLCM Advisors
Wisconsin
$5.35M
SG Americas Securities
388
SG Americas Securities
New York
$5.34M
GVAG
389
Great Valley Advisor Group
Delaware
$5.3M
PAG
390
Paladin Advisory Group
Iowa
$5.26M
BBES
391
Buffalo Business & Estate Services
New York
$5.25M
SFA
392
Sequoia Financial Advisors
Ohio
$5.23M
JFG
393
JMG Financial Group
Illinois
$5.22M
AWA
394
Alta Wealth Advisors
Massachusetts
$5.19M
DPI
395
Diversified Portfolios Inc
Michigan
$5.17M
SFM
396
Signet Financial Management
New Jersey
$5.16M
NEPWA
397
New England Private Wealth Advisors
Massachusetts
$5.14M
ONB
398
Old National Bancorp
Indiana
$5.13M
CGL
399
Clarius Group LLC
Washington
$5.11M
HWA
400
Hillcrest Wealth Advisors
New Jersey
$5.1M