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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
PAM
1876
Parvin Asset Management
South Dakota
$7.15K
ECA
1877
Elevated Capital Advisors
Utah
$6.94K
HI
1878
Hoey Investments
Pennsylvania
$6.73K
MSWM
1879
Mowery & Schoenfeld Wealth Management
Illinois
$6.52K
LC
1880
Luminist Capital
Michigan
$6.52K
MCM
1881
MidAtlantic Capital Management
Virginia
$6.52K
MA
1882
Modus Advisors
Minnesota
$6.31K
GIP
1883
Granite Investment Partners
California
$6.1K
RWPA
1884
Richard W. Paul & Associates
Michigan
$5.68K
BC
1885
Broadwater Capital
Massachusetts
$5.47K
HWM
1886
Horizons Wealth Management
North Carolina
$5.26K
LB
1887
Legacy Bridge
Iowa
$5.26K
OC
1888
Optima Capital
Oregon
$5.26K
Q1WB
1889
Quest 10 Wealth Builders
Virginia
$4.84K
DFA
1890
DHJJ Financial Advisors
Illinois
$4.21K
TFA
1891
Toth Financial Advisory
Virginia
$4.21K
HFM
1892
Harvest Fund Management
China
$4K
FG
1893
Fairman Group
Pennsylvania
$3.37K
DSC
1894
Daytona Street Capital
Missouri
$3.15K
LA
1895
LM Advisors
California
$2.94K
ETC
1896
Exchange Traded Concepts
Oklahoma
$2.52K
RG
1897
RHL Group
Michigan
$2.52K
WA
1898
Westfuller Advisors
New York
$2.31K
AF
1899
Alerus Financial
North Dakota
$1.68K
GAMC
1900
Garner Asset Management Corp
Texas
$1.68K