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iShares Russell 1000 Value ETF

1,880 hedge funds and large institutions have $58B invested in iShares Russell 1000 Value ETF in 2025 Q4 according to their latest regulatory filings, with 230 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: 1,7411,880 (+139)

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
1,880
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
SN
1751
Sittner & Nelson
Oregon
$59.7K
SL
1752
Salomon & Ludwin
Virginia
$57.7K
AEPWM
1753
Atlantic Edge Private Wealth Management
Florida
$57K
NSIM
1754
North Star Investment Management
Illinois
$56.5K
BMC
1755
Bear Mountain Capital
Washington
$56.1K
CJ
1756
Caitlin John
Michigan
$54.7K
MWM
1757
MGB Wealth Management
Texas
$53.6K
HWA
1758
HHM Wealth Advisors
Tennessee
$53.4K
T
1759
Tidemark
California
$51.3K
TCM
1760
Triumph Capital Management
Colorado
$51.2K
FGAM
1761
Financial Gravity Asset Management
Texas
$50.9K
GTAM
1762
Global Trust Asset Management
Florida
$49.6K
RF
1763
Rossby Financial
Florida
$48.8K
QWM
1764
Quaker Wealth Management
New Jersey
$48.6K
TRCT
1765
Tower Research Capital (TRC)
New York
$48.6K
VNA
1766
Valley National Advisers
Pennsylvania
$47K
DF
1767
Dunhill Financial
United Kingdom
$46.9K
RCM
1768
Richardson Capital Management
Wisconsin
$46.9K
FP
1769
Financial Perspectives
Minnesota
$46.7K
PWMG
1770
Prestige Wealth Management Group
New Jersey
$42.3K
AWM
1771
Aberdeen Wealth Management
Illinois
$42.1K
CCMI
1772
Creative Capital Management Investments
California
$42.1K
OL
1773
one8zero8 LLC
North Carolina
$42.1K
CP
1774
Camelot Portfolios
Ohio
$41.4K
PIP
1775
Peachtree Investment Partners
Florida
$40.3K