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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
ACIM
501
Azimuth Capital Investment Management
Michigan
$3.35M
AA
502
Ancora Advisors
Ohio
$3.34M
VCA
503
Verdence Capital Advisors
Maryland
$3.34M
MFG
504
Magnus Financial Group
New York
$3.32M
GPFA
505
Game Plan Financial Advisors
Ohio
$3.32M
WWM
506
Western Wealth Management
Colorado
$3.32M
AWM
507
Axxcess Wealth Management
California
$3.29M
TDWM
508
Topel & Distasi Wealth Management
California
$3.28M
LCM
509
Logan Capital Management
Pennsylvania
$3.24M
CCM
510
Colorado Capital Management
Colorado
$3.23M
AIM
511
Allen Investment Management
New York
$3.19M
NAAA
512
New Age Alpha Advisors
New York
$3.19M
QWM
513
Quadcap Wealth Management
Texas
$3.19M
PFA
514
Pathway Financial Advisors
Vermont
$3.17M
MCM
515
Mainstream Capital Management
California
$3.16M
BIS
516
BG Investment Services
Guam
$3.15M
IA
517
Invested Advisors
Pennsylvania
$3.14M
NAM
518
NTV Asset Management
West Virginia
$3.14M
WWA
519
WCG Wealth Advisors
Nevada
$3.13M
DWP
520
Destiny Wealth Partners
Florida
$3.13M
AWM
521
AE Wealth Management
Kansas
$3.12M
Fisher Asset Management
522
Fisher Asset Management
Washington
$3.1M
DIA
523
Dana Investment Advisors
Wisconsin
$3.08M
BTW
524
Boston Trust Walden
Massachusetts
$3.08M
AI
525
Accredited Investors
Minnesota
$3.05M