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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
EBA
1801
Eagle Bay Advisors
New York
$35.5K
MLA
1802
MB, Levis & Associates
Pennsylvania
$34.5K
NECFA
1803
New England Capital Financial Advisors
Connecticut
$34.1K
DAM
1804
Delta Asset Management
Tennessee
$33.7K
HIW
1805
Holos Integrated Wealth
Pennsylvania
$31.2K
GWM
1806
Grand Wealth Management
Michigan
$31.1K
HWA
1807
Heritage Wealth Advisors
Virginia
$30.7K
AW
1808
Avion Wealth
Texas
$30K
VCM
1809
Versant Capital Management
Arizona
$29K
TH
1810
TCTC Holdings
Texas
$28.6K
PWAM
1811
Private Wealth Asset Management
Iowa
$28.4K
RMP
1812
Richards, Merrill & Peterson
Washington
$28.4K
AIA
1813
Armor Investment Advisors
North Carolina
$28.4K
IIM
1814
IFC & Insurance Marketing
California
$28K
BIA
1815
Bell Investment Advisors
California
$27.1K
FWA
1816
Flagship Wealth Advisors
Massachusetts
$26.9K
MBFW
1817
Morton Brown Family Wealth
Pennsylvania
$26.7K
MSFP
1818
Mark Sheptoff Financial Planning
Connecticut
$26.5K
CMBA
1819
C.M. Bidwell & Associates
Hawaii
$26.1K
TCM
1820
Tanaka Capital Management
New York
$26K
SR
1821
Syntax Research
Florida
$25.7K
RFA
1822
Reyes Financial Architecture
California
$25.5K
MAS
1823
MPWM Advisory Solutions
Georgia
$25K
TLCM
1824
Twin Lakes Capital Management
California
$25K
NEWAS
1825
N.E.W. Advisory Services
Wisconsin
$23.6K