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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
SWM
1251
Sentinel Wealth Management
Virginia
$449K
RSEWM
1252
River's Edge Wealth Management
Pennsylvania
$449K
PWM
1253
Power Wealth Management
Georgia
$448K
WAM
1254
Weatherly Asset Management
California
$448K
PPL
1255
Planning Project LLC
Texas
$447K
BCG
1256
Bravias Capital Group
New Jersey
$446K
HG
1257
Harbor Group
New Hampshire
$445K
WH
1258
Willner & Heller
California
$444K
AAG
1259
Armstrong Advisory Group
Massachusetts
$444K
AA
1260
Advisory Alpha
Michigan
$443K
NAS
1261
NWF Advisory Services
California
$443K
EWA
1262
Evolution Wealth Advisors
Florida
$441K
CWS
1263
Cypress Wealth Services
California
$441K
FA
1264
Fiduciary Alliance
South Carolina
$440K
BA
1265
Ballew Advisors
Mississippi
$439K
LKWM
1266
Lee-Kelleher Wealth Management
Maryland
$438K
AWM
1267
Atticus Wealth Management
Florida
$437K
BCMLT
1268
Beacon Capital Management LLC (Tennessee)
Tennessee
$434K
DDPIC
1269
Deroy & Devereaux Private Investment Counsel
Michigan
$433K
CCM
1270
Canal Capital Management
Virginia
$433K
RDWM
1271
Red Door Wealth Management
Tennessee
$432K
CA
1272
COFG Advisors
Illinois
$432K
LA
1273
LVW Advisors
New York
$430K
TSWM
1274
Triangle Securities Wealth Management
North Carolina
$429K
CST
1275
Charles Schwab Trust
Nevada
$428K