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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
DCM
1776
Davis Capital Management
Florida
$39.8K
VWA
1777
VSM Wealth Advisory
Maryland
$38.9K
PFSC
1778
Peoples Financial Services Corp
Pennsylvania
$38.9K
SIC
1779
SJS Investment Consulting
Ohio
$38.5K
CFFP
1780
Center for Financial Planning
Michigan
$37K
BAM
1781
Bellevue Asset Management
Washington
$36.8K
AIM
1782
Access Investment Management
Georgia
$36.6K
EBA
1783
Eagle Bay Advisors
New York
$35.5K
MLA
1784
MB, Levis & Associates
Pennsylvania
$34.5K
NECFA
1785
New England Capital Financial Advisors
Connecticut
$34.1K
DAM
1786
Delta Asset Management
Tennessee
$33.7K
HIW
1787
Holos Integrated Wealth
Pennsylvania
$31.2K
GWM
1788
Grand Wealth Management
Michigan
$31.1K
HWA
1789
Heritage Wealth Advisors
Virginia
$30.7K
AW
1790
Avion Wealth
Texas
$30K
VCM
1791
Versant Capital Management
Arizona
$29K
TH
1792
TCTC Holdings
Texas
$28.6K
AIA
1793
Armor Investment Advisors
North Carolina
$28.4K
PWAM
1794
Private Wealth Asset Management
Iowa
$28.4K
RMP
1795
Richards, Merrill & Peterson
Washington
$28.4K
IIM
1796
IFC & Insurance Marketing
California
$28K
BIA
1797
Bell Investment Advisors
California
$27.1K
FWA
1798
Flagship Wealth Advisors
Massachusetts
$26.9K
MBFW
1799
Morton Brown Family Wealth
Pennsylvania
$26.7K
MSFP
1800
Mark Sheptoff Financial Planning
Connecticut
$26.5K