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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
APW
1851
Aventura Private Wealth
Florida
$7.15K
PAM
1852
Parvin Asset Management
South Dakota
$7.15K
ECA
1853
Elevated Capital Advisors
Utah
$6.94K
HI
1854
Hoey Investments
Pennsylvania
$6.73K
MSWM
1855
Mowery & Schoenfeld Wealth Management
Illinois
$6.52K
MCM
1856
MidAtlantic Capital Management
Virginia
$6.52K
LC
1857
Luminist Capital
Michigan
$6.52K
MA
1858
Modus Advisors
Minnesota
$6.31K
GIP
1859
Granite Investment Partners
California
$6.1K
RWPA
1860
Richard W. Paul & Associates
Michigan
$5.68K
BC
1861
Broadwater Capital
Massachusetts
$5.47K
LB
1862
Legacy Bridge
Iowa
$5.26K
HWM
1863
Horizons Wealth Management
North Carolina
$5.26K
OC
1864
Optima Capital
Oregon
$5.26K
Q1WB
1865
Quest 10 Wealth Builders
Virginia
$4.84K
DFA
1866
DHJJ Financial Advisors
Illinois
$4.21K
TFA
1867
Toth Financial Advisory
Virginia
$4.21K
HFM
1868
Harvest Fund Management
China
$4K
FG
1869
Fairman Group
Pennsylvania
$3.37K
DSC
1870
Daytona Street Capital
Missouri
$3.15K
LA
1871
LM Advisors
California
$2.94K
ETC
1872
Exchange Traded Concepts
Oklahoma
$2.52K
RG
1873
RHL Group
Michigan
$2.52K
WA
1874
Westfuller Advisors
New York
$2.31K
AF
1875
Alerus Financial
North Dakota
$1.68K