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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
CJ
1776
Caitlin John
Michigan
$54.7K
MWM
1777
MGB Wealth Management
Texas
$53.6K
HWA
1778
HHM Wealth Advisors
Tennessee
$53.4K
T
1779
Tidemark
California
$51.3K
TCM
1780
Triumph Capital Management
Colorado
$51.2K
FGAM
1781
Financial Gravity Asset Management
Texas
$50.9K
GTAM
1782
Global Trust Asset Management
Florida
$49.6K
RF
1783
Rossby Financial
Florida
$48.8K
QWM
1784
Quaker Wealth Management
New Jersey
$48.6K
TRCT
1785
Tower Research Capital (TRC)
New York
$48.6K
VNA
1786
Valley National Advisers
Pennsylvania
$47K
DF
1787
Dunhill Financial
United Kingdom
$46.9K
RCM
1788
Richardson Capital Management
Wisconsin
$46.9K
FP
1789
Financial Perspectives
Minnesota
$46.7K
PWMG
1790
Prestige Wealth Management Group
New Jersey
$42.3K
AWM
1791
Aberdeen Wealth Management
Illinois
$42.1K
CCMI
1792
Creative Capital Management Investments
California
$42.1K
OL
1793
one8zero8 LLC
North Carolina
$42.1K
CP
1794
Camelot Portfolios
Ohio
$41.4K
PIP
1795
Peachtree Investment Partners
Florida
$40.3K
KCM
1796
Key Capital Management
Tennessee
$40K
DCM
1797
Davis Capital Management
Florida
$39.8K
VWA
1798
VSM Wealth Advisory
Maryland
$38.9K
PFSC
1799
Peoples Financial Services Corp
Pennsylvania
$38.9K
PWS
1800
Pursuit Wealth Strategies
North Carolina
$38.7K