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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
CCM
1851
Chilton Capital Management
Texas
$14.7K
CSPIA
1852
Cary Street Partners Investment Advisory
Virginia
$14.1K
EA
1853
Evolution Advisers
Virginia
$14K
RMC
1854
Resources Management Corp
Connecticut
$14K
DWA
1855
Delos Wealth Advisors
Texas
$13.9K
VWWMG
1856
Vermillion & White Wealth Management Group
Pennsylvania
$13.7K
HWM
1857
HighMark Wealth Management
Minnesota
$13K
MIA
1858
Milestone Investment Advisors
Wisconsin
$12.6K
OAJ
1859
Ogorek Anthony Joseph
New York
$12K
BWM
1860
Benson Wealth Management
Tennessee
$11.8K
NRG
1861
Nemes Rush Group
Michigan
$10.7K
IFS
1862
Intelligent Financial Strategies
Minnesota
$10.5K
VWA
1863
Valued Wealth Advisors
Utah
$10.5K
HNW
1864
High Note Wealth
Minnesota
$9.89K
PWA
1865
Physician Wealth Advisors
Utah
$9.69K
BW
1866
Bravera Wealth
North Dakota
$9.68K
RA
1867
Ransom Advisory
Rhode Island
$9.46K
CFG
1868
Chapman Financial Group
Hawaii
$8.84K
BL
1869
BFSG LLC
California
$8.2K
VanEck Associates
1870
VanEck Associates
New York
$8K
1L
1871
10Elms LLP
Oklahoma
$7.99K
EWM
1872
Evolution Wealth Management
Florida
$7.57K
FCT
1873
First Community Trust
Iowa
$7.57K
LWMI
1874
Legacy Wealth Management (Idaho)
Idaho
$7.36K
APW
1875
Aventura Private Wealth
Florida
$7.15K