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iShares Russell 1000 Value ETF

1,881 hedge funds and large institutions have $58B invested in iShares Russell 1000 Value ETF in 2025 Q4 according to their latest regulatory filings, with 231 funds opening new positions, 646 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: 1,7411,881 (+140)

2.47% more ownership

Funds ownership: 80.27%82.74% (+2.5%)

85% less call options, than puts

Call options by funds: $111M | Put options by funds: $738M

Holders
1,881
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
105
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
TCM
1451
Traynor Capital Management
Pennsylvania
$298K
WA
1452
WealthTrust Axiom
Pennsylvania
$297K
CIC
1453
Chilton Investment Company
Connecticut
$297K
WMWM
1454
Wilkins Miller Wealth Management
Alabama
$297K
GSC
1455
Ground Swell Capital
South Carolina
$297K
NWAG
1456
Net Worth Advisory Group
Utah
$295K
Wealthfront Advisers
1457
Wealthfront Advisers
California
$295K
MBTD
1458
Mechanics Bank - Trust Department
California
$294K
SIAS
1459
Summit Investment Advisory Services
Minnesota
$294K
OWA
1460
ORBA Wealth Advisors
Illinois
$294K
NQWM
1461
Northwest Quadrant Wealth Management
Oregon
$294K
GAM
1462
Gemmer Asset Management
California
$292K
CA
1463
Crumly & Associates
Illinois
$291K
CFP
1464
Catalyst Financial Partners
Massachusetts
$290K
SWM
1465
Selective Wealth Management
Virginia
$290K
FAM
1466
Formidable Asset Management
Ohio
$290K
GT
1467
GreatBanc Trust
Illinois
$290K
3IP
1468
3Chopt Investment Partners
Virginia
$290K
NB
1469
NBT Bank
New York
$289K
HPC
1470
HM Payson & Co
Maine
$287K
LI
1471
LifeWealth Investments
Florida
$287K
GBWM
1472
Granite Bay Wealth Management
New Hampshire
$287K
HGWM
1473
Horst & Graben Wealth Management
Oregon
$287K
CM
1474
Cornerstone Management
Georgia
$286K
BWM
1475
BCS Wealth Management
Tennessee
$286K