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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
OWM
501
Opes Wealth Management
California
$3.43M
IA
502
Integrity Alliance
Iowa
$3.43M
CSP
503
Cary Street Partners
Virginia
$3.42M
SW
504
Simplicity Wealth
New Jersey
$3.36M
TFCP
505
Twin Focus Capital Partners
Massachusetts
$3.35M
ACIM
506
Azimuth Capital Investment Management
Michigan
$3.35M
AA
507
Ancora Advisors
Ohio
$3.34M
VCA
508
Verdence Capital Advisors
Maryland
$3.34M
MFG
509
Magnus Financial Group
New York
$3.32M
GPFA
510
Game Plan Financial Advisors
Ohio
$3.32M
WWM
511
Western Wealth Management
Colorado
$3.32M
AWM
512
Axxcess Wealth Management
California
$3.29M
TDWM
513
Topel & Distasi Wealth Management
California
$3.28M
LCM
514
Logan Capital Management
Pennsylvania
$3.24M
CCM
515
Colorado Capital Management
Colorado
$3.23M
AIM
516
Allen Investment Management
New York
$3.19M
NAAA
517
New Age Alpha Advisors
New York
$3.19M
QWM
518
Quadcap Wealth Management
Texas
$3.19M
PFA
519
Pathway Financial Advisors
Vermont
$3.17M
MCM
520
Mainstream Capital Management
California
$3.16M
BIS
521
BG Investment Services
Guam
$3.15M
IA
522
Invested Advisors
Pennsylvania
$3.14M
NAM
523
NTV Asset Management
West Virginia
$3.14M
WWA
524
WCG Wealth Advisors
Nevada
$3.13M
DWP
525
Destiny Wealth Partners
Florida
$3.13M