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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
LWMT
1301
Legacy Wealth Management (Tennessee)
Tennessee
$417K
SOS
1302
Silver Oak Securities
Tennessee
$417K
GPW
1303
Gray Private Wealth
Massachusetts
$414K
AMPWP
1304
Alvarez & Marsal Private Wealth Partners
Florida
$414K
MPI
1305
Mairs & Power Inc
Minnesota
$413K
LWM
1306
LJI Wealth Management
Indiana
$413K
SL
1307
Sentinus LLC
Illinois
$407K
FWI
1308
Facet Wealth Inc
Maryland
$407K
CFS
1309
Coordinated Financial Services
Colorado
$407K
IFWM
1310
Institute for Wealth Management
Colorado
$406K
MWM
1311
Mascagni Wealth Management
Mississippi
$406K
NDBT
1312
North Dallas Bank & Trust
Texas
$405K
MA
1313
MCF Advisors
Kentucky
$405K
Koshinski Asset Management
1314
Koshinski Asset Management
Illinois
$405K
PCA
1315
Prosperity Capital Advisors
Ohio
$404K
AWA
1316
Arbor Wealth Advisors
Michigan
$402K
HIS
1317
Horizon Investment Services
Indiana
$400K
AC
1318
Allstate Corporation
Illinois
$400K
IWM
1319
Integris Wealth Management
California
$400K
PSA
1320
Plum Street Advisors
Louisiana
$399K
PAI
1321
Pittenger & Anderson Inc
Nebraska
$399K
PCM
1322
Poehling Capital Management
Wisconsin
$397K
PCH
1323
PGIM Custom Harvest
New Jersey
$395K
GEA
1324
Glen Eagle Advisors
New Jersey
$395K
CA
1325
Crewe Advisors
Utah
$395K