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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
KA
1226
Kovack Advisors
Florida
$486K
HFS
1227
Heritage Financial Services
Massachusetts
$485K
SW
1228
SVB Wealth
Massachusetts
$485K
TWM
1229
Tortuga Wealth Management
California
$483K
AIP
1230
Alexis Investment Partners
Texas
$480K
FC
1231
Fusion Capital
South Carolina
$480K
LCAM
1232
London & Capital Asset Management
United Kingdom
$479K
CFG
1233
Clayton Financial Group
Missouri
$478K
PIA
1234
Petredis Investment Advisors
Pennsylvania
$477K
LSPW
1235
Lake Street Private Wealth
Illinois
$476K
TIM
1236
Tortoise Investment Management
New York
$473K
MSA
1237
Marino Stram & Associates
Massachusetts
$471K
PW
1238
PUREfi Wealth
Massachusetts
$471K
TCM
1239
Towercrest Capital Management
Pennsylvania
$470K
PTP
1240
Platform Technology Partners
New York
$470K
SLG
1241
Stanley-Laman Group
Pennsylvania
$468K
HCM
1242
Hollencrest Capital Management
California
$467K
WI
1243
WrapManager Inc
California
$467K
TI
1244
Truepoint Inc
Ohio
$466K
CCFM
1245
Clear Creek Financial Management
Washington
$466K
CF
1246
Clarity Financial
Texas
$465K
RDFA
1247
Ritter Daniher Financial Advisory
Ohio
$462K
HA
1248
Heartland Advisors
Wisconsin
$461K
SIC
1249
Salem Investment Counselors
North Carolina
$460K
RWM
1250
Rockwood Wealth Management
Pennsylvania
$459K