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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
PWP
1451
Principle Wealth Partners
Connecticut
$306K
LWM
1452
Liberty Wealth Management
California
$305K
MLL
1453
Moody Lynn & Lieberson
Massachusetts
$305K
FA
1454
Financial Alternatives
California
$302K
AFA
1455
Arlington Financial Advisors
California
$302K
KAM
1456
KEB Asset Management
Illinois
$301K
CAM
1457
Campion Asset Management
Virginia
$300K
PWM
1458
Praetorian Wealth Management
California
$300K
IA
1459
IFG Advisors
Missouri
$300K
VWM
1460
Verus Wealth Management
Wisconsin
$300K
SCM
1461
Sollinda Capital Management
Florida
$299K
WPW
1462
Watershed Private Wealth
Illinois
$299K
FFG
1463
Foundry Financial Group
New Hampshire
$299K
BFWM
1464
Bright Futures Wealth Management
New York
$298K
RGC
1465
Roberts, Glore & Co
Illinois
$298K
TCM
1466
Traynor Capital Management
Pennsylvania
$298K
WA
1467
WealthTrust Axiom
Pennsylvania
$297K
CIC
1468
Chilton Investment Company
Connecticut
$297K
WMWM
1469
Wilkins Miller Wealth Management
Alabama
$297K
GSC
1470
Ground Swell Capital
South Carolina
$297K
NWAG
1471
Net Worth Advisory Group
Utah
$295K
Wealthfront Advisers
1472
Wealthfront Advisers
California
$295K
MBTD
1473
Mechanics Bank - Trust Department
California
$294K
SIAS
1474
Summit Investment Advisory Services
Minnesota
$294K
OWA
1475
ORBA Wealth Advisors
Illinois
$294K