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iShares Russell 1000 Value ETF

1,898 hedge funds and large institutions have $58B invested in iShares Russell 1000 Value ETF in 2025 Q4 according to their latest regulatory filings, with 241 funds opening new positions, 650 increasing their positions, 547 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: 1,7461,898 (+152)

2.49% more ownership

Funds ownership: 80.27%82.77% (+2.5%)

85% less call options, than puts

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

Holders
1,898
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
106
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
FGAM
1776
Financial Gravity Asset Management
Texas
$50.9K
GTAM
1777
Global Trust Asset Management
Florida
$49.6K
RF
1778
Rossby Financial
Florida
$48.8K
QWM
1779
Quaker Wealth Management
New Jersey
$48.6K
TRCT
1780
Tower Research Capital (TRC)
New York
$48.6K
VNA
1781
Valley National Advisers
Pennsylvania
$47K
DF
1782
Dunhill Financial
United Kingdom
$46.9K
RCM
1783
Richardson Capital Management
Wisconsin
$46.9K
FP
1784
Financial Perspectives
Minnesota
$46.7K
PWMG
1785
Prestige Wealth Management Group
New Jersey
$42.3K
AWM
1786
Aberdeen Wealth Management
Illinois
$42.1K
CCMI
1787
Creative Capital Management Investments
California
$42.1K
OL
1788
one8zero8 LLC
North Carolina
$42.1K
CP
1789
Camelot Portfolios
Ohio
$41.4K
PIP
1790
Peachtree Investment Partners
Florida
$40.3K
KCM
1791
Key Capital Management
Tennessee
$40K
DCM
1792
Davis Capital Management
Florida
$39.8K
VWA
1793
VSM Wealth Advisory
Maryland
$38.9K
PFSC
1794
Peoples Financial Services Corp
Pennsylvania
$38.9K
PWS
1795
Pursuit Wealth Strategies
North Carolina
$38.7K
SIC
1796
SJS Investment Consulting
Ohio
$38.5K
VR
1797
Vision Retirement
New Jersey
$37.4K
CFFP
1798
Center for Financial Planning
Michigan
$37K
BAM
1799
Bellevue Asset Management
Washington
$36.8K
AIM
1800
Access Investment Management
Georgia
$36.6K