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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
DF
1751
Dunhill Financial
United Kingdom
$46.9K
RCM
1752
Richardson Capital Management
Wisconsin
$46.9K
FP
1753
Financial Perspectives
Minnesota
$46.7K
PWMG
1754
Prestige Wealth Management Group
New Jersey
$42.3K
AWM
1755
Aberdeen Wealth Management
Illinois
$42.1K
CCMI
1756
Creative Capital Management Investments
California
$42.1K
OL
1757
one8zero8 LLC
North Carolina
$42.1K
CP
1758
Camelot Portfolios
Ohio
$41.4K
PIP
1759
Peachtree Investment Partners
Florida
$40.3K
KCM
1760
Key Capital Management
Tennessee
$40K
DCM
1761
Davis Capital Management
Florida
$39.8K
VWA
1762
VSM Wealth Advisory
Maryland
$38.9K
PFSC
1763
Peoples Financial Services Corp
Pennsylvania
$38.9K
SIC
1764
SJS Investment Consulting
Ohio
$38.5K
CFFP
1765
Center for Financial Planning
Michigan
$37K
BAM
1766
Bellevue Asset Management
Washington
$36.8K
AIM
1767
Access Investment Management
Georgia
$36.6K
EBA
1768
Eagle Bay Advisors
New York
$35.5K
MLA
1769
MB, Levis & Associates
Pennsylvania
$34.5K
NECFA
1770
New England Capital Financial Advisors
Connecticut
$34.1K
DAM
1771
Delta Asset Management
Tennessee
$33.7K
HIW
1772
Holos Integrated Wealth
Pennsylvania
$31.2K
GWM
1773
Grand Wealth Management
Michigan
$31.1K
HWA
1774
Heritage Wealth Advisors
Virginia
$30.7K
AW
1775
Avion Wealth
Texas
$30K