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iShares Russell 1000 Value ETF

1,879 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, 645 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: 1,7401,879 (+139)

2.47% more ownership

Funds ownership: 80.26%82.73% (+2.5%)

85% less call options, than puts

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

Holders
1,879
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
104
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
SL
1751
Salomon & Ludwin
Virginia
$57.7K
AEPWM
1752
Atlantic Edge Private Wealth Management
Florida
$57K
NSIM
1753
North Star Investment Management
Illinois
$56.5K
BMC
1754
Bear Mountain Capital
Washington
$56.1K
CJ
1755
Caitlin John
Michigan
$54.7K
MWM
1756
MGB Wealth Management
Texas
$53.6K
HWA
1757
HHM Wealth Advisors
Tennessee
$53.4K
T
1758
Tidemark
California
$51.3K
TCM
1759
Triumph Capital Management
Colorado
$51.2K
FGAM
1760
Financial Gravity Asset Management
Texas
$50.9K
GTAM
1761
Global Trust Asset Management
Florida
$49.6K
RF
1762
Rossby Financial
Florida
$48.8K
QWM
1763
Quaker Wealth Management
New Jersey
$48.6K
TRCT
1764
Tower Research Capital (TRC)
New York
$48.6K
VNA
1765
Valley National Advisers
Pennsylvania
$47K
DF
1766
Dunhill Financial
United Kingdom
$46.9K
RCM
1767
Richardson Capital Management
Wisconsin
$46.9K
FP
1768
Financial Perspectives
Minnesota
$46.7K
PWMG
1769
Prestige Wealth Management Group
New Jersey
$42.3K
AWM
1770
Aberdeen Wealth Management
Illinois
$42.1K
CCMI
1771
Creative Capital Management Investments
California
$42.1K
OL
1772
one8zero8 LLC
North Carolina
$42.1K
CP
1773
Camelot Portfolios
Ohio
$41.4K
PIP
1774
Peachtree Investment Partners
Florida
$40.3K
KCM
1775
Key Capital Management
Tennessee
$40K