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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
NQWM
1476
Northwest Quadrant Wealth Management
Oregon
$294K
GAM
1477
Gemmer Asset Management
California
$292K
CA
1478
Crumly & Associates
Illinois
$291K
CFP
1479
Catalyst Financial Partners
Massachusetts
$290K
SWM
1480
Selective Wealth Management
Virginia
$290K
FAM
1481
Formidable Asset Management
Ohio
$290K
GT
1482
GreatBanc Trust
Illinois
$290K
3IP
1483
3Chopt Investment Partners
Virginia
$290K
NB
1484
NBT Bank
New York
$289K
HPC
1485
HM Payson & Co
Maine
$287K
LI
1486
LifeWealth Investments
Florida
$287K
GBWM
1487
Granite Bay Wealth Management
New Hampshire
$287K
HGWM
1488
Horst & Graben Wealth Management
Oregon
$287K
CM
1489
Cornerstone Management
Georgia
$286K
BWM
1490
BCS Wealth Management
Tennessee
$286K
DCM
1491
Donaldson Capital Management
Indiana
$285K
SIC
1492
Sterling Investment Counsel
New York
$284K
PWS
1493
Proactive Wealth Strategies
Georgia
$283K
FA
1494
Fermata Advisors
California
$283K
TW
1495
TritonPoint Wealth
Maryland
$282K
KWM
1496
Keebeck Wealth Management
Illinois
$282K
EFP
1497
EnRich Financial Partners
Wisconsin
$282K
VDC
1498
Van Diest Capital
Iowa
$281K
MW
1499
Members Wealth
Pennsylvania
$281K
PFA
1500
Pillar Financial Advisors
Kentucky
$281K