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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
TWM
1201
TCFG Wealth Management
California
$518K
HWA
1202
Heartwood Wealth Advisors
Virginia
$518K
BFS
1203
Beacon Financial Strategies
North Carolina
$517K
AT
1204
Arlington Trust
Alabama
$515K
BIG
1205
Brooklyn Investment Group
New York
$513K
GCM
1206
Gallacher Capital Management
Colorado
$510K
AF
1207
Atala Financial
California
$510K
AAM
1208
Austin Asset Management
Texas
$505K
MC
1209
Moors & Cabot
Massachusetts
$500K
MFS
1210
McNamara Financial Services
Massachusetts
$497K
PWW
1211
Pettyjohn Wood & White
Virginia
$496K
NWM
1212
Navigation Wealth Management
Colorado
$496K
ODIJL
1213
One Day In July LLC
Vermont
$496K
CAAM
1214
Cornerstone Advisors Asset Management
Pennsylvania
$496K
FCAM
1215
First Citizens Asset Management
North Carolina
$495K
OIM
1216
Oder Investment Management
California
$495K
PAM
1217
Palisade Asset Management
Minnesota
$491K
GSEP
1218
Golden State Equity Partners
California
$491K
BPWM
1219
BCS Private Wealth Management
New Jersey
$491K
EIP
1220
Ellis Investment Partners
Pennsylvania
$489K
AFG
1221
Atomi Financial Group
New York
$489K
HP
1222
HT Partners
Connecticut
$488K
HFA
1223
High Falls Advisors
New York
$488K
PCM
1224
Parsons Capital Management
Rhode Island
$488K
AA
1225
Aufman Associates
Pennsylvania
$486K