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iShares Russell 1000 Value ETF

1,880 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, 646 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: 1,7411,880 (+139)

2.47% more ownership

Funds ownership: 80.27%82.74% (+2.5%)

85% less call options, than puts

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

Holders
1,880
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
105
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
MWPCG
1826
Measured Wealth Private Client Group
New Hampshire
$16.2K
SGK
1827
Steigerwald Gordon & Koch
Virginia
$15.1K
CCM
1828
Chilton Capital Management
Texas
$14.7K
CSPIA
1829
Cary Street Partners Investment Advisory
Virginia
$14.1K
RMC
1830
Resources Management Corp
Connecticut
$14K
EA
1831
Evolution Advisers
Virginia
$14K
DWA
1832
Delos Wealth Advisors
Texas
$13.9K
VWWMG
1833
Vermillion & White Wealth Management Group
Pennsylvania
$13.7K
HWM
1834
HighMark Wealth Management
Minnesota
$13K
MIA
1835
Milestone Investment Advisors
Wisconsin
$12.6K
OAJ
1836
Ogorek Anthony Joseph
New York
$12K
BWM
1837
Benson Wealth Management
Tennessee
$11.8K
NRG
1838
Nemes Rush Group
Michigan
$10.7K
VWA
1839
Valued Wealth Advisors
Utah
$10.5K
IFS
1840
Intelligent Financial Strategies
Minnesota
$10.5K
HNW
1841
High Note Wealth
Minnesota
$9.89K
PWA
1842
Physician Wealth Advisors
Utah
$9.69K
RA
1843
Ransom Advisory
Rhode Island
$9.46K
CFG
1844
Chapman Financial Group
Hawaii
$8.84K
BL
1845
BFSG LLC
California
$8.2K
VanEck Associates
1846
VanEck Associates
New York
$8K
1L
1847
10Elms LLP
Oklahoma
$7.99K
FCT
1848
First Community Trust
Iowa
$7.57K
EWM
1849
Evolution Wealth Management
Florida
$7.57K
LWMI
1850
Legacy Wealth Management (Idaho)
Idaho
$7.36K