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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
TWM
1751
Topsail Wealth Management
North Carolina
$73.4K
NMG
1752
New Millennium Group
Utah
$72.4K
WIM
1753
Westside Investment Management
California
$72.4K
RCM
1754
Raleigh Capital Management
North Carolina
$71.2K
Federated Hermes
1755
Federated Hermes
Pennsylvania
$69.8K
FC
1756
Financial Consulate
Maryland
$69.2K
MCA
1757
McGuire Capital Advisors
Oklahoma
$66.9K
OPTFSNA
1758
Old Point Trust & Financial Services N A
Virginia
$66.7K
HHCP
1759
Hilton Head Capital Partners
South Carolina
$66.3K
CB
1760
CNB Bank
Pennsylvania
$64.2K
MHR
1761
Matthew Hamilton Rosenberg
$63.9K
WPA
1762
Wealth Preservation Advisors
Tennessee
$63.9K
RPC
1763
Rossmore Private Capital
Connecticut
$63.5K
LAM
1764
LOM Asset Management
$63.1K
MTI
1765
Merrithew & Thorsten Inc
California
$63K
HHGA
1766
Halbert Hargrove Global Advisors
California
$62.2K
EWA
1767
EQ Wealth Advisors
Texas
$61.6K
PSB
1768
Piscataqua Savings Bank
New Hampshire
$61K
LAMC
1769
Longview Asset Management (California)
California
$60.2K
RFS
1770
Richardson Financial Services
Massachusetts
$60.1K
SN
1771
Sittner & Nelson
Oregon
$59.7K
SL
1772
Salomon & Ludwin
Virginia
$57.7K
AEPWM
1773
Atlantic Edge Private Wealth Management
Florida
$57K
NSIM
1774
North Star Investment Management
Illinois
$56.5K
BMC
1775
Bear Mountain Capital
Washington
$56.1K