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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
HWM
1851
HighMark Wealth Management
Minnesota
$13K
MIA
1852
Milestone Investment Advisors
Wisconsin
$12.6K
OAJ
1853
Ogorek Anthony Joseph
New York
$12K
BWM
1854
Benson Wealth Management
Tennessee
$11.8K
NRG
1855
Nemes Rush Group
Michigan
$10.7K
IFS
1856
Intelligent Financial Strategies
Minnesota
$10.5K
VWA
1857
Valued Wealth Advisors
Utah
$10.5K
HNW
1858
High Note Wealth
Minnesota
$9.89K
PWA
1859
Physician Wealth Advisors
Utah
$9.69K
BW
1860
Bravera Wealth
North Dakota
$9.68K
RA
1861
Ransom Advisory
Rhode Island
$9.46K
CFG
1862
Chapman Financial Group
Hawaii
$8.84K
BL
1863
BFSG LLC
California
$8.2K
VanEck Associates
1864
VanEck Associates
New York
$8K
1L
1865
10Elms LLP
Oklahoma
$7.99K
EWM
1866
Evolution Wealth Management
Florida
$7.57K
FCT
1867
First Community Trust
Iowa
$7.57K
LWMI
1868
Legacy Wealth Management (Idaho)
Idaho
$7.36K
APW
1869
Aventura Private Wealth
Florida
$7.15K
PAM
1870
Parvin Asset Management
South Dakota
$7.15K
ECA
1871
Elevated Capital Advisors
Utah
$6.94K
HI
1872
Hoey Investments
Pennsylvania
$6.73K
MSWM
1873
Mowery & Schoenfeld Wealth Management
Illinois
$6.52K
LC
1874
Luminist Capital
Michigan
$6.52K
MCM
1875
MidAtlantic Capital Management
Virginia
$6.52K