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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
VWA
1776
VSM Wealth Advisory
Maryland
$38.9K
PFSC
1777
Peoples Financial Services Corp
Pennsylvania
$38.9K
SIC
1778
SJS Investment Consulting
Ohio
$38.5K
CFFP
1779
Center for Financial Planning
Michigan
$37K
BAM
1780
Bellevue Asset Management
Washington
$36.8K
AIM
1781
Access Investment Management
Georgia
$36.6K
EBA
1782
Eagle Bay Advisors
New York
$35.5K
MLA
1783
MB, Levis & Associates
Pennsylvania
$34.5K
NECFA
1784
New England Capital Financial Advisors
Connecticut
$34.1K
DAM
1785
Delta Asset Management
Tennessee
$33.7K
HIW
1786
Holos Integrated Wealth
Pennsylvania
$31.2K
GWM
1787
Grand Wealth Management
Michigan
$31.1K
HWA
1788
Heritage Wealth Advisors
Virginia
$30.7K
AW
1789
Avion Wealth
Texas
$30K
VCM
1790
Versant Capital Management
Arizona
$29K
TH
1791
TCTC Holdings
Texas
$28.6K
AIA
1792
Armor Investment Advisors
North Carolina
$28.4K
PWAM
1793
Private Wealth Asset Management
Iowa
$28.4K
RMP
1794
Richards, Merrill & Peterson
Washington
$28.4K
IIM
1795
IFC & Insurance Marketing
California
$28K
BIA
1796
Bell Investment Advisors
California
$27.1K
FWA
1797
Flagship Wealth Advisors
Massachusetts
$26.9K
MBFW
1798
Morton Brown Family Wealth
Pennsylvania
$26.7K
MSFP
1799
Mark Sheptoff Financial Planning
Connecticut
$26.5K
CMBA
1800
C.M. Bidwell & Associates
Hawaii
$26.1K