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iShares Russell 1000 Value ETF

1,878 hedge funds and large institutions have $57.9B invested in iShares Russell 1000 Value ETF in 2025 Q4 according to their latest regulatory filings, with 229 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: 1,7401,878 (+138)

2.45% more ownership

Funds ownership: 80.26%82.7% (+2.4%)

85% less call options, than puts

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

Holders
1,878
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
AEPWM
1751
Atlantic Edge Private Wealth Management
Florida
$57K
NSIM
1752
North Star Investment Management
Illinois
$56.5K
BMC
1753
Bear Mountain Capital
Washington
$56.1K
CJ
1754
Caitlin John
Michigan
$54.7K
MWM
1755
MGB Wealth Management
Texas
$53.6K
HWA
1756
HHM Wealth Advisors
Tennessee
$53.4K
T
1757
Tidemark
California
$51.3K
TCM
1758
Triumph Capital Management
Colorado
$51.2K
FGAM
1759
Financial Gravity Asset Management
Texas
$50.9K
GTAM
1760
Global Trust Asset Management
Florida
$49.6K
RF
1761
Rossby Financial
Florida
$48.8K
QWM
1762
Quaker Wealth Management
New Jersey
$48.6K
TRCT
1763
Tower Research Capital (TRC)
New York
$48.6K
VNA
1764
Valley National Advisers
Pennsylvania
$47K
DF
1765
Dunhill Financial
United Kingdom
$46.9K
RCM
1766
Richardson Capital Management
Wisconsin
$46.9K
FP
1767
Financial Perspectives
Minnesota
$46.7K
PWMG
1768
Prestige Wealth Management Group
New Jersey
$42.3K
AWM
1769
Aberdeen Wealth Management
Illinois
$42.1K
CCMI
1770
Creative Capital Management Investments
California
$42.1K
OL
1771
one8zero8 LLC
North Carolina
$42.1K
CP
1772
Camelot Portfolios
Ohio
$41.4K
PIP
1773
Peachtree Investment Partners
Florida
$40.3K
KCM
1774
Key Capital Management
Tennessee
$40K
DCM
1775
Davis Capital Management
Florida
$39.8K