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iShares Russell 1000 Value ETF

1,864 hedge funds and large institutions have $57.7B invested in iShares Russell 1000 Value ETF in 2025 Q4 according to their latest regulatory filings, with 225 funds opening new positions, 642 increasing their positions, 544 reducing their positions, and 58 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: $ → $

7% more funds holding

Funds holding: 1,7381,864 (+126)

2.16% more ownership

Funds ownership: 80.26%82.41% (+2.2%)

85% less call options, than puts

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

Holders
1,864
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
103
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
WPA
1726
Wealth Preservation Advisors
Tennessee
$63.9K
RPC
1727
Rossmore Private Capital
Connecticut
$63.5K
LAM
1728
LOM Asset Management
$63.1K
MTI
1729
Merrithew & Thorsten Inc
California
$63K
HHGA
1730
Halbert Hargrove Global Advisors
California
$62.2K
EWA
1731
EQ Wealth Advisors
Texas
$61.6K
PSB
1732
Piscataqua Savings Bank
New Hampshire
$61K
LAMC
1733
Longview Asset Management (California)
California
$60.2K
RFS
1734
Richardson Financial Services
Massachusetts
$60.1K
SN
1735
Sittner & Nelson
Oregon
$59.7K
SL
1736
Salomon & Ludwin
Virginia
$57.7K
AEPWM
1737
Atlantic Edge Private Wealth Management
Florida
$57K
NSIM
1738
North Star Investment Management
Illinois
$56.5K
BMC
1739
Bear Mountain Capital
Washington
$56.1K
CJ
1740
Caitlin John
Michigan
$54.7K
MWM
1741
MGB Wealth Management
Texas
$53.6K
HWA
1742
HHM Wealth Advisors
Tennessee
$53.4K
T
1743
Tidemark
California
$51.3K
TCM
1744
Triumph Capital Management
Colorado
$51.2K
FGAM
1745
Financial Gravity Asset Management
Texas
$50.9K
GTAM
1746
Global Trust Asset Management
Florida
$49.6K
RF
1747
Rossby Financial
Florida
$48.8K
QWM
1748
Quaker Wealth Management
New Jersey
$48.6K
TRCT
1749
Tower Research Capital (TRC)
New York
$48.6K
VNA
1750
Valley National Advisers
Pennsylvania
$47K