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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
TCM
1826
Tanaka Capital Management
New York
$26K
SR
1827
Syntax Research
Florida
$25.7K
RFA
1828
Reyes Financial Architecture
California
$25.5K
MAS
1829
MPWM Advisory Solutions
Georgia
$25K
TLCM
1830
Twin Lakes Capital Management
California
$25K
NEWAS
1831
N.E.W. Advisory Services
Wisconsin
$23.6K
FAI
1832
Fiduciary Advisors Inc
Missouri
$22.7K
FFA
1833
Frazier Financial Advisors
Ohio
$22.7K
PIS
1834
POM Investment Strategies
North Carolina
$22.3K
TSMHT
1835
Thurston Springer Miller Herd & Titak
Indiana
$22.3K
KG
1836
Kilter Group
New York
$21.8K
OSNBOA
1837
Old Second National Bank of Aurora
Illinois
$21K
DWS
1838
Dynamic Wealth Strategies
California
$21K
CWIG
1839
Chung Wu Investment Group
Texas
$21K
TC
1840
Truvestments Capital
Florida
$21K
CVM
1841
Cheviot Value Management
California
$20.8K
CTA
1842
Colonial Trust Advisors
South Carolina
$20.8K
WAG
1843
Wilkerson Advisory Group
Missouri
$20.7K
IF
1844
Integrity Financial
Wyoming
$20.4K
FMP
1845
Financial Management Professionals
Texas
$20.2K
FDW
1846
Fourth Dimension Wealth
Ohio
$19.1K
GWP
1847
Gen-Wealth Partners
Michigan
$18.3K
CFP
1848
Comprehensive Financial Planning
Pennsylvania
$17.9K
MWPCG
1849
Measured Wealth Private Client Group
New Hampshire
$16.2K
SGK
1850
Steigerwald Gordon & Koch
Virginia
$15.1K